Search results
What are the potential home equity and tax strategies for wealthy seniors?
HousingWire via Yahoo Finance· 33 minutes agoCertain clients can use home equity to pay the taxes on such a conversion, which would include...
I'm Retiring. What Do I Need to Know About Qualified Charitable Distribution (QCD) Rules?
SmartAsset via Yahoo Finance· 1 hour agoAn individual retirement account owner aged 70 ½ or more may be able to withdraw money from the...
New FAFSA rules opened up a 'grandparent loophole' that boosts 529 plans
USA TODAY via Yahoo Finance· 8 hours agoThe 529 education savings plan got a couple of big upgrades in 2024 as a tool to save and pay for...
Fidelity Roth IRA Review: Is It Any Good?
247wallst.com· 1 hour agoWith a Fidelity Roth IRA, you can enjoy tax-free qualified withdrawals at retirement. And you can grow this retirement savings fund with commission-< ...
Get these Texas disaster preparation items tax-free this weekend
San Antonio Express-News· 2 hours agoThe state of Texas is making it easier to begin preparing for hurricanes and other natural...
Pensioners' fears over paying income tax
BBC via Yahoo Finance· 8 hours agoThe increase for a single person brings the maximum state pension to £11,500 - still below the threshold when income tax begins to be taken at £12,570....
Thinking of moving? Your blue state may soon charge you an exit tax
Fox News· 8 hours agoNEWYou can now listen to Fox News articles! Ready to pick up and move to another state? Well, you...
TAX AIDE: Another good year in the books
Coeur d'Alene Press· 9 hours agoTAX AIDE is a free tax information and preparation service staffed by volunteers in Coeur d’Alene, Rathdrum and Kellogg. Special thanks ...
Ask an Advisor: Can I Retire at 55? I Have $760k, Plus a Rental Property, Pension and Disability...
SmartAsset via Yahoo Finance· 1 hour agoI’m a 43-year-old woman with a partner (not legally married) and no kids. I currently have $500,000...
TFSA 101: How Pensioners Can Earn $4,987.50 Per Year in Tax-Free Passive Income
MSN News· 22 hours agoRetirees can use this TFSA strategy to boost portfolio yield while reducing risk. The post TFSA 101:...
