June 13, 2022

Planning for Reverse Mortgages

Planning for Reverse Mortgages Due to current inflation rates, some individuals are suffering from cash flow issues. If you are age 62 or older and have […]
June 10, 2022

Planning for Virtual Currency

Planning for Virtual Currency Virtual currency (also known as cryptocurrency), such as Bitcoin, has been increasing in popularity. Virtual currency may be used to pay for […]
June 6, 2022

Check Your Deduction Strategy

Check Your Deduction Strategy It’s generally best to itemize your deductions if you have significant personal expenses. However, don’t rule out the standard deduction. For 2022, […]
June 3, 2022

Time Investment Gains and Losses

Time Investment Gains and Losses Under the current rules, the 2022 federal income tax rates on long-term capital gains are 0%, 15%, and 20% for most […]
May 30, 2022

Take Advantage of Lower Tax Rates on Investment Income

Take Advantage of Lower Tax Rates on Investment Income Income from an investment held for more than one year is generally taxed at preferential capital gains […]
May 24, 2022

Proposed regs for inherited IRAs bring unwelcome surprises

Proposed regs for inherited IRAs bring unwelcome surprises Back in late 2019, the first significant legislation addressing retirement savings since 2006 became law. The Setting Every […]
April 14, 2022

Congress eyes further retirement savings enhancements

In 2019, the bipartisan Setting Every Community Up for Retirement Enhancement Act (SECURE Act) — the first significant legislation related to retirement savings since 2006 — […]
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