The Risks of Using Self-Directed IRAs

Category Archives: Tax and Financial News

The Risks of Using Self-Directed IRAs

🖨 Print⏱ 4 min readShare by Self-directed IRAs (SDIRAs) are becoming more and more popular as IRA holders look to enter alternative investments. While SDIRAs can open up a world of investment options, the rules around them are complicated and … Continue reading →

Posted in Blog, Tax and Financial News |

Year-End Tax Planning Tips for Individuals and Businesses

🖨 Print⏱ 3 min readShare by Here we are again, nearing the end of another year. While the tax deadline for 2021 isn’t until April 2022, now is the time to plan and make some strategic moves to optimize your … Continue reading →

Posted in Blog, Tax and Financial News |

Potential New Tax on Stock Buybacks and What it Could Mean for the Financial Markets

🖨 Print⏱ 3 min readShare by President Biden’s latest spending bill could result in a new tax on corporate stock buybacks. In its most recent incarnation, the Senate version of the plan includes a 2 percent excise tax on stock … Continue reading →

Posted in Blog, Tax and Financial News |

New Proposed Tax Laws

🖨 Print⏱ 3 min readShare by The House recently released a nearly 900-page proposed bill that would make major changes to current tax laws. The bill is intended in large part to help pay for both the Biden Administration’s budget … Continue reading →

Posted in Blog, Tax and Financial News |

Tax Breaks for Helping Relatives

🖨 Print⏱ 4 min readShare by It’s not uncommon for adult children or siblings to act as caregivers for family members or give them financial assistance for medical or long-term care needs. The problem is that all too often those … Continue reading →

Posted in Blog, Tax and Financial News |

How to Turn a Summer Job into a Tax-Free Retirement Nest Egg and More

🖨 Print⏱ 4 min readShare by Tis the season for summer jobs for high school and college kids. These seasonal jobs are more than just an opportunity for teens and college students to earn some money and gain experience. They … Continue reading →

Posted in Blog, Tax and Financial News |
 

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