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Tax Planning

6 Tax Advantages of Roth IRAs

Any type of retirement investment plan will come with tax stipulations, and many people deal with withdrawal penalties and taxable income from their investments after they retire. Roth IRAs include many tax benefits that can help prevent some of the unfortunate stipulations that many other plans have in place. Tax-Free Income Roth IRAs do not tax income in retirement, for either contributions or earnings. You do, however, have to pay income tax on contributions upfront. Roth IRA users can also add after-tax money at any time and withdraw principal and earnings without taxes on retirement. Flexibility Unlike the traditional IRA, a Roth IRA can...

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10 Ways That Taxes Are Changing in 2018

The new administration is bringing many changes to the country. President Trump recently signed a tax reform bill that will make the most significant changes to taxes that the United States has seen in 30 years. Here are 10 ways taxes are changing in 2018: The Marriage Penalty is Almost Gone In the previous tax legislation, whether two people were married would affect their tax bracket. President Trump’s tax reform bill prevents two people’s tax brackets from changing if they get married. The only people who have to pay the marriage penalty are couples who earn more than $400,000. Higher Standard Deduction and Eliminated...

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Why You Need Short and Long-Term Tax Planning

When it comes to tax planning, retirees can’t only think about the short term or the long term. They must consider both for a financially secure future. To stay in sharp financial shape during the Golden Years, retirees need to understand the difference between annual and long-term tax planning, as well as the benefits of each in regards to retirement. Annual Tax Planning for Retirees Yearly tax planning, or coming up with your strategy during autumn of each year for the following tax season, is important for uncovering attractive tax opportunities. For example, you can realize capital losses, or an investment that...

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