Taxes
![401(k) & IRA Alert: Max contributions rise in 2024](https://infiniumadvisors.com/wp-content/uploads/401k-IRAs-pic-588x588.jpg)
June 2024
401(k) & IRA Alert: Max contributions rise in 2024
The Internal Revenue Service (IRS) has announced significant increases to the contribution limits for 401(k) plans and individual retirement accounts (IRAs) in [...]
Read more 401(k) & IRA Alert: Max contributions rise in 2024
![States Contemplate “Mansion Tax” to Fund Affordable Housing](https://infiniumadvisors.com/wp-content/uploads/affordable-housing-pic-588x588.jpg)
States Contemplate “Mansion Tax” to Fund Affordable Housing
As the affordable housing crisis continues to grip many parts of the country, state and local governments are exploring innovative solutions to generate funding [...]
Read more States Contemplate “Mansion Tax” to Fund Affordable Housing
![SECURE Act Update: Big Changes to Naming a Trust as Beneficiary of Your IRA](https://infiniumadvisors.com/wp-content/uploads/IRAs-left-to-a-trust-pic-588x588.jpg)
May 2024
SECURE Act Update: Big Changes to Naming a Trust as Beneficiary of Your IRA
Leaving IRA assets to a trust, rather than to individual beneficiaries, can be a strategic move for those looking to exert more control over the distribution of [...]
Read more SECURE Act Update: Big Changes to Naming a Trust as Beneficiary of Your IRA
![529 College Savings Plans: Better Than Ever in 2024](https://infiniumadvisors.com/wp-content/uploads/529-pic-588x588.jpg)
May 2024
529 College Savings Plans: Better Than Ever in 2024
As college costs continue to rise, it’s more important than ever to have a solid plan in place to finance your child’s education. Fortunately, 529 [...]
Read more 529 College Savings Plans: Better Than Ever in 2024
![RMD Relief for Beneficiary IRA Account Holders](https://infiniumadvisors.com/wp-content/uploads/inherited-ira-588x588.jpg)
April 2024
RMD Relief for Beneficiary IRA Account Holders
The recent changes in the rules governing inherited retirement accounts have given heirs a significant advantage – more time to keep their money and plan [...]
Read more RMD Relief for Beneficiary IRA Account Holders
![Remote Workers Beware: Double Income Taxation Looms](https://infiniumadvisors.com/wp-content/uploads/remote-workers-588x588.jpg)
April 2024
Remote Workers Beware: Double Income Taxation Looms
Remote workers may face the unexpected burden of double income taxation based on their work location. This issue arises when employees work remotely from a state [...]
Read more Remote Workers Beware: Double Income Taxation Looms
![Considerations for Handling Large Tax Debt](https://infiniumadvisors.com/wp-content/uploads/Taxes-1-588x588.jpg)
January 2024
Considerations for Handling Large Tax Debt
In the wake of the global financial crisis, there has been a significant increase in the number of high-net-worth individuals facing challenges in meeting their [...]
Read more Considerations for Handling Large Tax Debt
![Ensuring Your Trust Holds up to IRS Scrutiny](https://infiniumadvisors.com/wp-content/uploads/iStock-1494347205-588x483.jpg)
January 2024
Ensuring Your Trust Holds up to IRS Scrutiny
As the IRS intensifies its efforts to audit wealthy taxpayers, a significant focus is being placed on trusts, particularly those with complex structures that offer [...]
Read more Ensuring Your Trust Holds up to IRS Scrutiny
![Underpayment Penalty Doubles for Estimated Tax Payments](https://infiniumadvisors.com/wp-content/uploads/iStock-152985878-588x482.jpg)
November 2023
Underpayment Penalty Doubles for Estimated Tax Payments
The Internal Revenue Service (IRS) has recently implemented a significant change that could have a substantial impact on taxpayers and subsequent tax payments. [...]
Read more Underpayment Penalty Doubles for Estimated Tax Payments
![Understanding Changes in Medicare for 2024 – Telehealth & Cost](https://infiniumadvisors.com/wp-content/uploads/iStock-1395144844-588x588.jpg)
November 2023
Understanding Changes in Medicare for 2024 – Telehealth & Cost
In 2024, Medicare is set to undergo significant changes that will have a profound impact on America’s seniors. From tax hikes for high earners to expanded [...]
Read more Understanding Changes in Medicare for 2024 – Telehealth & Cost
Something went wrong, please try again later or contact the site administrator
Recent posts
-
Market Update June 2024: Sold Down the River
June 20, 2024 -
401(k) & IRA Alert: Max contributions rise in 2024
June 13, 2024 -
529 College Savings Plans: Better Than Ever in 2024
May 15, 2024 -
Market Update May 2024 | The Golden Oldies
May 1, 2024