Six Items that Could Trigger an IRS Audit
Six Items that Could Trigger an IRS Audit From: www.wealthmanagement.com Wealthy individuals with a red flag on their tax returns are more at risk. The Internal Revenue Service recently announced…
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Charitable Giving and Tax Strategies to Consider
Charitable Giving and Tax Strategies to Consider From: www.nerdwallet.com Giving to charity not only makes a positive philanthropic impact but can also positively affect your tax burden. Everyone loves a…
Planning for Retirement Plans and IRAs: Asset Protection
Planning for Retirement Plans and IRAs: Asset Protection From: www.aaepa.com As I discussed in last week’s blog, retirement assets, including 401(k)s, IRAs, etc., comprise a large portion of the average…
Handling Large IRAs Under the New Tax Act: 3 Things to Consider
Handling Large IRAs Under the New Tax Act: 3 Things to Consider From: www.horsesmouth.com IRA distribution planning is becoming a high-stakes game for clients in more ways than one. Gone…
How can high earners save for retirement?
…affect how you approach saving for retirement. If you earn above a certain amount, you cannot make direct contributions to a Roth IRA, for example. Are you wondering about the…
Read moreMaintain Good Credit With These 3 Tips
…easier than ever to check up on your credit standing. Many credit card companies automatically provide your score as part of your account details, and various free online services will…
4 Things to Do if Your Data Is Compromised
…companies have had their databases hacked recently. So what can you do if you think your personal data may have been compromised? Here are four key steps to take if…
These 3 Expenses Can Surprise Retirees
…up in your pocket. Since this money comes from pretax contributions, you will likely owe income tax on your distributions. Part of your Social Security benefit may be taxable as…
There’s A Little Bit of Good News for Americans Close to Retirement
There’s A Little Bit of Good News for Americans Close to Retirement From: www.advisorperspectives.com Things are looking up for people who are close to retirement, according to a Morningstar report…
The Fiduciary Advisor Network Welcomes David Morgan as Its Newest Member
The Fiduciary Advisor Network Welcomes David Morgan as Its Newest Member From: www.einpresswire.com JACKSONVILLE, FLORIDA, UNITED STATES The Fiduciary Advisor Network proudly announces the addition of a distinguished new advisor,…
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