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Buyout amounts are high right now, but there are many other factors to consider when guiding your client to the right choice.November 8
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Payouts from pensions and tax-deferred accounts are usually not taxed in states without a state income tax or with levies only on interest and dividends.October 29
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Since 2011, when Occupy Wall Street protesters rallied under the slogan “We are the 99%,” the income threshold for the top 1% is up an inflation-adjusted 33%.October 22
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High-deductible plans open the door to tax breaks for high-income investors, an expert says.October 22
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The IRS estimates it sent about 113.4 million refund checks to taxpayers, down from 116 million sent a year earlier.October 22
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Retirees often only take distributions when they are forced to do so because of the IRS’ RMD rules, an expert says.October 16
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Armed with some specific details, advisors can explain why the seductive option is both too good and too good to be true.October 11
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The guidance is the first since 2014 and comes as tax auditors are increasingly focusing on examining individuals with cryptocurrency investments.October 11
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Despite raised thresholds, advisors can still find big itemization opportunities if they know where to look.September 27
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Establishing an S corporation would protect their profits from federal income taxes of more than 23.8%, an expert says.September 24
