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Here’s a Tax Break That Married Couples Often Overlook
The Wall Street Journal· 1 day agoSaving for retirement can be tough for married spouses who stay home to care for family or otherwise...
I'm Getting Divorced. How Will My Taxes Change?
SmartAsset via Yahoo Finance· 4 hours agoIf you're getting a divorce, the tax implications probably are not the most pressing issue on your mind. The specifics of filing taxes after divorce and...
Mega backdoor Roth conversions can be a 'no brainer' for higher earners, expert says
CNBC· 6 days agoIf you're a higher earner and looking to boost tax-free retirement savings, there's a lesser-known...
10 States That Tax Social Security Benefits in 2024
GOBankingRates via Yahoo Finance· 6 days agoAlthough Social Security benefits are taxable at the federal level, most recipients haven't had to worry about how to file taxes or pay state income...
3 Lesser-Known Social Security Rules That Could Affect Your Benefits in Retirement
Motley Fool via Yahoo Finance· 1 day agoThe eligibility requirements can be tricky, so if you think you may be entitled to survivors...
How Do I Roll Over My Roth 401(k) to a Roth IRA?
SmartAsset via Yahoo Finance· 18 hours agoSaving through a Roth 401(k) can help you grow a nest egg that you can then tap into in retirement without having to pay taxes. If you leave your job or...
‘My husband and I have 8 kids’: We have $200,000 in a high-yield savings account at 3.75%. Are we...
MarketWatch via Yahoo Finance· 1 day agoCreating financial independence The Roth IRA contribution limit for 2024 is $7,000 per person, with...
Ask An Advisor: I'm 65, Earning More Than Ever and Won't Retire Soon. Should I Use My Roth IRA for a...
SmartAsset via Yahoo Finance· 4 days agoI am 65 and at the absolute peak of my earnings. I'm also in the 35% tax bracket and am not looking...
JD Supra: Now That We’ve Seen the Eclipse, It’s Time To Plan for the TCJA Sunset
JD Supra· 1 day agoAs the ball drops in Times Square on December 31, 2024, many of the tax breaks established by the Tax Cuts and Jobs Act (TCJA) of 2017 will disappear. While the TCJA made some permanent tax ...
Do I Have to Pay Capital Gains Taxes if I Sell Foreign Real Estate?
SmartAsset via Yahoo Finance· 2 days agoForeign investment in property is common these days, both by Americans investing abroad and the...