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Posts (814) July 31, 2023 Retirement Account Catch-up Contributions Can Add Up If you’re eligible and not making catch-up contributions to your retirement plan, you’re missing out on building more tax-favored savings. Read More August 8, 2023 Protected: The Time To Make Health Care Decisions Is When You’re Healthy There is no excerpt because this is a protected post. Read More August 15, 2023 To Avoid Confusion After Your Death, Have Only An Original, Signed Will To avoid confusion, pain and possible court proceedings among your surviving family members after your death, maintain only one, original will. Read More August 22, 2023 The Tax Consequences Of Employer-Provided Life Insurance If your employer provides you with group term life insurance, it may add to your tax bill. It depends on the amount. Here are the rules. Read More August 31, 2023 Tax Rules For Selling Your Home If you’re selling your principal residence, or you already sold your home in 2023, some or all of the profit may be tax-free. It depends on the amount of profit and your income. Take a look at the basic rules. Read More August 31, 2023 Did Your Spouse’s Estate Make A Portability Election? Estate tax exemption “portability” can save married couples substantial estate taxes, but only if the necessary election is made. Read More September 8, 2023 IRS Guidance on Retirement Catch-Up Contribution Rules The SECURE 2.0 Act’s new retirement catch-up contribution rules caused problems and confusion for employers and employees alike. The IRS has now provided guidance. Read More September 27, 2023 What Are the Tax Implications Of Winning the Lottery? There are tax implications if you hit a sizable jackpot in the lottery or while gambling. Here are the basic rules. Read More October 13, 2023 The Tax Implications of Renting Out a Vacation Home If you rent your vacation home for less than 15 days during a year, there’s a special tax break. Here are the rules for vacation rentals. Read More November 1, 2023 Contributing To Your Employer’s 401(k) Plan: How It Works Does your employer offer a 401(k) plan, but you haven’t started participating? Here are the basic features of these plans to illustrate why you should strongly consider it. Read More November 9, 2023 Help Donors Help Your Nonprofit With A Planned Gift If your nonprofit wants to receive planned gifts, your staff and board members need to be prepared to educate potential donors when opportunities arise. Read on for some basics. Read More November 17, 2023 Have You Made And Communicated Your Funeral Arrangements? Making formal funeral arrangements in advance can ease the burden on your family after your death. Read More Load more Page 53 of 85« First«...102030...5152535455...607080...»Last »
July 31, 2023 Retirement Account Catch-up Contributions Can Add Up If you’re eligible and not making catch-up contributions to your retirement plan, you’re missing out on building more tax-favored savings. Read More
August 8, 2023 Protected: The Time To Make Health Care Decisions Is When You’re Healthy There is no excerpt because this is a protected post. Read More
August 15, 2023 To Avoid Confusion After Your Death, Have Only An Original, Signed Will To avoid confusion, pain and possible court proceedings among your surviving family members after your death, maintain only one, original will. Read More
August 22, 2023 The Tax Consequences Of Employer-Provided Life Insurance If your employer provides you with group term life insurance, it may add to your tax bill. It depends on the amount. Here are the rules. Read More
August 31, 2023 Tax Rules For Selling Your Home If you’re selling your principal residence, or you already sold your home in 2023, some or all of the profit may be tax-free. It depends on the amount of profit and your income. Take a look at the basic rules. Read More
August 31, 2023 Did Your Spouse’s Estate Make A Portability Election? Estate tax exemption “portability” can save married couples substantial estate taxes, but only if the necessary election is made. Read More
September 8, 2023 IRS Guidance on Retirement Catch-Up Contribution Rules The SECURE 2.0 Act’s new retirement catch-up contribution rules caused problems and confusion for employers and employees alike. The IRS has now provided guidance. Read More
September 27, 2023 What Are the Tax Implications Of Winning the Lottery? There are tax implications if you hit a sizable jackpot in the lottery or while gambling. Here are the basic rules. Read More
October 13, 2023 The Tax Implications of Renting Out a Vacation Home If you rent your vacation home for less than 15 days during a year, there’s a special tax break. Here are the rules for vacation rentals. Read More
November 1, 2023 Contributing To Your Employer’s 401(k) Plan: How It Works Does your employer offer a 401(k) plan, but you haven’t started participating? Here are the basic features of these plans to illustrate why you should strongly consider it. Read More
November 9, 2023 Help Donors Help Your Nonprofit With A Planned Gift If your nonprofit wants to receive planned gifts, your staff and board members need to be prepared to educate potential donors when opportunities arise. Read on for some basics. Read More
November 17, 2023 Have You Made And Communicated Your Funeral Arrangements? Making formal funeral arrangements in advance can ease the burden on your family after your death. Read More