Charitable gift annuities (CGAs) offer a unique opportunity to support philanthropic causes while securing lifetime income and optimizing tax outcomes
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This article includes links to Schwab's tax documents availability calendar, 2024 Supplemental tax info for money funds, RMD calculator, tax tables, and more.
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This article raises awareness of the importance of reporting the portion of interest paid from government money funds that is state tax-free.
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An important document for your CPA, Schwab's Tax Docs Delivery Calendar, the CTA is not dead yet, Equitable's Big Gaff, rising dividends, in the news again.
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Two IRS Rules that Could Torpedo Your Tax Planning
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It looks like the TCJA will not be sunsetting. That doesn't make Roth Conversions less appealing, only less urgent.
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New year tax changes, JR’s favorite cheat codes, new IRA and 401(k) limits
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Don't overlook the items on Financial Planning Hawaii's year-end tax planning checklist. It is also time to think about rebalancing.
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Read about how your federal income tax may change when the TCJA sunsets on 12/31/2025.
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TikTok Finfluencers Are Providing Comically Bad Backdoor Roth Conversion Guidance
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Taxpayers should use 2024 and 2025 for tax optimization in preparation for the sunsetting of the Tax Cuts and Jobs Act.
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Get your 2024 tax planning cheat sheets here!
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