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Annuities: An Unsung Way to Potentially Avoid Probate

Annuities: An Unsung Way to Potentially Avoid Probate

Thinking about death probably isn’t your idea of a fun weekend activity. Considering the probate process, and how to avoid probate, likely isn’t high on your list either. But estate planning is an important topic. With some thought, you can help ensure that attorney fees, court costs, or taxes don’t eat up too much of your legacy. You might not be thinking about leaving a legacy ...

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Tax Forms 101: Forms You Might Receive, Forms You Might File
May 11, 2018

Tax Forms 101: Forms You Might Receive, Forms You Might File

Let’s face it: The tax filing process ranks up there with root canal as things most of us dread. But a little organization and planning can help make filing those ...

Non-U.S. Taxpayer? How to Trade Stocks in a Brokerage Account
April 6, 2018

Non-U.S. Taxpayer? How to Trade Stocks in a Brokerage Account

Most of what you read here assumes you're a U.S. citizen. But what if you're a non-U.S. resident? That tends to raise questions. For instance, can a ...

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Small Business Spotlight: Simplified Employee Pension (SEP) IRA
April 4, 2018

Small Business Spotlight: Simplified Employee Pension (SEP) IRA

If you’re a small business owner, you’re part of the backbone of the economy. The Small Business Administration (SBA) estimates that 99.7% of all ...

Tax Incentives: Govt Guiding Good Choices in Savings, Investing
April 2, 2018

Tax Incentives: Govt Guiding Good Choices in Savings, Investing

The government uses tax incentives to encourage specific behavior in certain sections of the economy. For example, some popular tax incentives—tax deductions ...

Education Tax Deductions: A Savings Nudge from Your Uncle Sam
March 28, 2018

Education Tax Deductions: A Savings Nudge from Your Uncle Sam

Two questions: Do you have kids? Are you looking for a way to potentially reduce your tax burden? Your dear Uncle Sam might be able to help by offering education ...

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Taxes Not Done? When to Consider & How to File a Tax Extension
March 23, 2018

Taxes Not Done? When to Consider & How to File a Tax Extension

The April 17 tax deadline is quickly approaching. And although many people have already completed their 2017 tax returns, many others haven't. If you fall in the latter ...

Understand Taxes on Options Trading & Info on Your 1099-B
March 23, 2018

Understand Taxes on Options Trading & Info on Your 1099-B

This article is intended for option traders. Please excuse the option jargon! But even the savviest option traders can need a little help at tax time, particularly with cost ...

Cost Basis Reporting for Taxes: 1099-B Reporting Requirements
March 22, 2018

Cost Basis Reporting for Taxes: 1099-B Reporting Requirements

Brokers are now well into the initial phases of required cost basis reporting rule changes that forever altered the days when we simply revealed to the IRS ...

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Tax Liability in an IRA? Unrelated Business Taxable Income (UBTI)
March 22, 2018

Tax Liability in an IRA? Unrelated Business Taxable Income (UBTI)

An Individual Retirement Account (IRA) is a tax-favored vehicle used to set money aside for retirement. With a traditional IRA, you may be able to deduct your ...

IRA Tax Deduction? Know the Types, Tax Advantages of IRA Plans
March 21, 2018

IRA Tax Deduction? Know the Types, Tax Advantages of IRA Plans

Stashing money away for your retirement is a wise, even necessary, thing to do. So as you consider saving up for your golden years, you might want to take a look at ...

Pass-Through Business Income and Tax Reform: Does It Affect You?
March 19, 2018

Pass-Through Business Income and Tax Reform: Does It Affect You?

Have you struck out on your own and opened a business? Maybe it’s a full-time entrepreneurial venture, or just a part-time gig. Either way, you may receive ...

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Taxpayer, Know Thy Deductions: Tax Deductible Basics and Tips
March 16, 2018

Taxpayer, Know Thy Deductions: Tax Deductible Basics and Tips

Tax deductions have long been near and dear to American taxpayers for many reasons, not the least of which is that they involve family, homes, charities, and ...

On the Tax Return Starting Block? Here's How to File Your Taxes
March 16, 2018

On the Tax Return Starting Block? Here's How to File Your Taxes

Is this the first year you’re filing an income tax return? Welcome to the adulthood starting block! While we all know that “adulting” can be challenging, learning how ...

Tax Reform and the Alternative Minimum Tax: Farewell until 2025
March 15, 2018

Tax Reform and the Alternative Minimum Tax: Farewell until 2025

Many taxpayers will get to say ta-ta to the alternative minimum tax (AMT), which was revised last year under what was known as the Tax Cuts and Job Act. ...

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Get the Lowdown: How to File a Corrected 1099
March 12, 2018

Get the Lowdown: How to File a Corrected 1099

True or false? A corrected 1099 form must mean your broker made a mistake. False. While it's true that everyone, even a broker, is capable of a slip-up, if ...

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