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Along with other decisions, dating the amount of money they need to withdraw would help them in retirement planning and spending.January 14
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The potential for higher taxes next year may accelerate deals.January 14
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Failing to pay taxes on side-gig earnings and keeping faulty records of business-related expenses must avoided to prevent an excessive tax burden.January 14
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This rise of the so-called grey divorce has created a number of uncommon and complex issues for retirement accounts.January 14
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Ill-prepared investors are advised to vigorously plan their expenses and aggressively save in their 401(k)s and IRAs.January 9
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The accounts will be managed through Wealthscape, allowing advisers access to their client’s finances to help manage rising healthcare costs.January 9
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The agency recently estimated a gap of $381 billion in unpaid tax from 2011-‘13, which equates to roughly 14.2% never being submitted.January 9
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The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.January 7
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While some tax-planning tasks can be time-sensitive, the challenge is to tackle the others that aren’t in a calculated fashion, an expert explains.January 7
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The Secure Act was designed to expand retirement savers’ options but it has subsequently all-but-eliminated the stretch IRA for beneficiaries. It's on advisors to make clients aware of the major change.January 7
