Personal Finance
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4 Ways Homeowners Benefit If The Trump Tax Plan Expires
Without action from Congress, there will be a slew of tax changes for all Americans at the end of 2025,…
What Is Excess Accumulation in Qualified Retirement Plans?
Navigating the rules and regulations surrounding qualified retirement plans like 401(k)s can be complex, particularly when it comes to required…
What Is Net Investment Income and How Is It Taxed?
Net investment income (NII) is defined as the profit gained from investments after deducting certain related expenses. This includes various…
5 ways to save for an unexpected job loss
Key takeaways Build an emergency fund so you’ll be prepared in the event of a job loss. Consider taking on…
A Glossary Of 27 Potential Funding Sources For Your Business
While you can start a business with zero capital, most businesses require you to find a funding source, especially for…
I’m 63 and Make $125k, With $900k in an IRA. Should I Do a Roth Conversion on $90k per Year to Avoid RMDs?
Converting an IRA to a Roth IRA is a popular approach to avoiding mandatory required minimum distributions (RMDs) — and…
How to Report a Backdoor Roth IRA With Form 8606
A backdoor Roth IRA typically offers high-income earners a workaround to contribute directly to a Roth IRA when their earnings…
Take these 12 steps before the Fed starts cutting interest rates
In this article Caret Down Caret Up Consumers have weathered an economic storm unlike any in recent memory, as the…
If You Missed A Tax Election Deadline, Consider Section 9100 Relief
There are many different tax elections available to taxpayers under federal tax law. And, often, these elections are advantageous. For…
Watch Your Wallet: How The Upcoming Election Could Impact Your Taxes
In an election year, my retired and soon-to-be retired clients are usually asking what a Republican or Democratic win will…
