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They are triple-tax advantaged, but also introduce significant challenges — especially for life partners with multiple accounts.
December 20 -
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 -
The IRS estimates it sent about 113.4 million refund checks to taxpayers, down from 116 million sent a year earlier.
October 22 -
The guidance is the first since 2014 and comes as tax auditors are increasingly focusing on examining individuals with cryptocurrency investments.
October 11 -
The tax basis can change when homeowners compute depreciation, loss or gain for sales purposes.
October 8 -
Advisors may need to alert clients as to when these checks will be taxable.
September 4 -
The approved legislation relaxes rules for retirement savers.
May 23 -
The tax law overhaul has created planning opportunities.
May 7 -
No client wants to pay up. But, some could benefit from more tax exposure in retirement than actual spending.
February 12 -
Changes to the law meant some taxpayers needed to adjust their withholding. Many were confused about how to do so.
February 11