Tag Archive for: required minimum distribution
Four Must-Dos Before Tax Season Wraps Up
It’s gratifying to close the books on tax season. But before you do, there are just few things you might want to take care of while you’re still on the tax zone.
Secure 2.0 Act: Americans Will Be Able To Make Tax-Free Transfers Of 529 Plan Funds To Roth IRAs
Beginning in 2024, the Secure 2.0 Act will allow people to make tax- and penalty-free rollovers from 529 plans into a Roth IRA. To qualify for the transfer, the 529 plan must have been open for at least 15 years. CLICK ON THE HEADLINE FOR MORE
Five Year-End Tax-Planning Steps to Consider Before the End of the Year
Here are a few tax-planning and tax-saving strategies to consider before December 31 to potentially help reduce your tax burden (or maybe even get you a larger refund in 2021), CLICK ON THE HEADLINE FOR MORE
Three Tax Penalties That Can Cost You Thousands
It's easy to lose money to IRS penalties. But being aware of the rules, you can take steps to ensure you get to keep more of your hard-earned money. CLICK ON THE HEADLINE FOR MORE