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Although more taxpayers are expected to use the standard deduction, they can still claim the tax deduction for IRA contributions.
February 19
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Retirement plans may decline to offer delayed RMDs, plan loans, stretch and hardship distributions and a host of other legally sanctioned tax maneuvers.
February 19
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The tax-focused IBD’s custodial and platform transition is taking longer than the company or its advisors expected.
February 14
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Although earnings in a deferred annuity will not be included in an investor's adjusted gross income, future withdrawals from the annuity could trigger a bigger tax bill.
February 14
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About 19% of adults support elderly family members in some way.
February 13
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Maryland and New Jersey are among the least-appealing places for employees to spend their post-work years, due in part to affordability, health costs and overall quality of life.
February 12
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No client wants to pay up. But, some could benefit from more tax exposure in retirement than actual spending.
February 12
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Modifications should be made as soon as they determine their liability for 2018 and the impact of the new law on their returns, an expert says.
February 12
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Changes to the law meant some taxpayers needed to adjust their withholding. Many were confused about how to do so.
February 11
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Professionals from family offices, investment managers, estate planners, art advisors and other disciplines describe mistakes they’ve seen.
February 5
