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Advisors may need to alert clients as to when these checks will be taxable.September 4
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Advisors may be able to shift taxable income and potentially save on employment taxes, as well.August 27
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LIMRA predicts that lower interest rates will cut into the record sales, but two top issuers received IRS rulings they say will help RIAs offer the products.August 22
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Some cryptocurrency investors are receiving a new round of letters from the IRS telling them that their federal tax returns don’t match the information received from virtual currency exchanges, a new front in the agency’s burgeoning scrutiny of the industry.August 22
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Clients are advised to consider delaying their Social Security benefits, as up to 85% will be subject to income taxes, an expert says.August 20
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More than 10,000 cryptocurrency investors received open letters from the IRS informing them that they may owe taxes on their digital holdings.August 13
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Taxpayers are advised to thoroughly review their tax withholding to ensure there is enough to cover their 2019 bills.August 13
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Those who fail to meet the cutoff face a hefty penalty that could hit as much as 25% of their dues.August 6
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Contribution limits in a Roth IRA could shrink for couples after marriage.July 23
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Overall donations to charity organizations fell by 1.7%, while total individual giving decreased by 1.1%, the first drop since 2013.July 16
