Other states which don’t have flat income tax rates may be attractive or unattractive, depending on your level of income. For example, Iowa’s income tax rate starts at just 0.33%, but the tax ...

Unlock the secrets to successful Simple IRA transfers – understand essential rules, avoid pitfalls, and optimize tax benefits. Dive in for expert insights!

"If the $160,000 came from a joint account, you should each report an $80,000 gift," says Alan E. Weiner, a Plainview tax accountant. "The amount over the $15,000 limit will reduce your $11.7 ...

As we continue to navigate challenges, these top five financial considerations will aid in your transition from surviving to thriving so you can get back to focusing on what matters most: your ...

Explore tax planning for retirement and how it can maximize your income and minimize tax liabilities. Learn about income ...

Creating a financial technology (fintech) firm comes with a host of tax considerations and implications. Decisions about the business’s structure, along with the location of both the business ...

Financial Considerations of a Career Change in Your 50s October 04, 2024 — 10:04 am EDT Written by Kiara Taylor for Due.com -> ...

According to Ben Henry-Moreland, a certified financial planner and senior financial planning nerd at Kitces.com, the reality is that financial advice has tax consequences — whether advisors ...

Even the best lawyers can miss tax and other financial considerations when drafting complex divorce settlements, ... No. 4: Overlooking tax implications of asset division.

In their April 18 presentation, “Ask the Experts: Estate Planning Q&A for Financial Advisors,” Sandra Glazier, Martin M. Shenkman and James I. Dougherty gave an overview of some of the ...

Financial advisors have long been awaiting the Inflation Reduction Act of 2022, which was signed into law by President Joe Biden on Aug. 16, 2022. According to the Congressional Budget Office and ...