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Ask an Advisor: I Want to Give Money to My Son and Daughter-in-Law. How...Without ‘Incurring a Tax...
SmartAsset via AOL· 2 weeks agoBut even … Continue reading → The post Ask an Advisor: I Want to Give Money to My Son and...
Ask An Advisor: I'm 65, Earning at My ‘Absolute Peak' and Won't Retire Soon. Should I Use My Roth...
SmartAsset via AOL· 2 weeks agoI am 65 and at the absolute peak of my earnings. I'm also in the 35%tax bracket and am not looking...
PTET Tax Strategy 2024 Deadline Coming For California Business Owners
Forbes· 2 weeks agoTax (PTET) may be the only time your tax planner tells you to pay an optional tax. The PTET is a...
Do I Need to Worry About the Gift Tax If I Pay $30,000 Toward My Child's Wedding?
SmartAsset via Yahoo Finance· 3 days agoImagine your child is getting married and you want to help pay for their wedding. You’ve been saving...
Is A Mega Backdoor Roth Right For You? How To Figure That Out
Forbes· 1 week ago“Using a mega backdoor allows for investors to get more money in Roth [tax-free] accounts” than they...
PGIM Joins Firms Seeking Green Light for ETF Mutual Fund Share Class
US News & World Report· 2 weeks agoPGIM filed a formal request to be allowed to issue ETF share classes late on Friday, joining firms like Dimensional Fund Advisors, Morgan Stanley Investment Management < ...
What are the potential home equity and tax strategies for wealthy seniors?
HousingWire via Yahoo Finance· 1 week ago“It depends on an individual’s tax bracket and their priorities, but there are several options for...
Raymond James Financial Services Advisors Inc. Raises Holdings in BlackRock MuniYield New York...
ETF DAILY NEWS· 2 weeks agoRaymond James Financial Services Advisors Inc. lifted its position in shares of BlackRock MuniYield New York Quality Fund, Inc. (NYSE:MYN – Free ...
Beaumont Financial Advisors LLC Lowers Position in SPDR Portfolio Developed World ex-US ETF...
ETF DAILY NEWS· 2 weeks agoBeaumont Financial Advisors LLC lowered its holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 6.6% ...
IRS Says Its Free Tax-Prep Software Saved Americans $5.6 Million in Fees
Barron s Online· 1 week agoThe IRS says it is encouraged by the early results of its new free tax-preparation service, Direct ...