Discover the rules for using a 1031 exchange, including timing deadlines, like-kind property requirements, tax deferral, what ...
Tax deferral is a strategy in which you delay paying taxes on income until a later date. This can be achieved through investment in certain tax-deferred accounts. Your investment earnings grow ...
A new rule is going into effect next year that will affect high earners who make “catch-up contributions” in their 401(k)s or other tax-deferred workplace retirement plans. The rule, which was created ...
Workers who participate in President Donald Trump’s payroll tax deferral will see a temporary increase in their take-home pay, but they’ll likely see smaller paychecks in early 2021. Sept. 1 marks the ...
The Internal Revenue Code (IRC) Section 453 provides a mechanism for deferring capital gains taxes through installment sales. However, not all strategies that claim to rely on this section are treated ...
When it comes to retirement, we all have our own goals and visions. For my grandparents, they preferred to stay in the home that they paid off for several reasons. Mainly, though, it was because this ...
One of the primary attractions of MLP investments is the potential for tax-deferred income. Whether you invest in an MLP directly or invest in an ETF that predominately owns MLPs, a good portion of ...
As a trusted wealth attorney, registered financial planner and tax strategy attorney with clients nationwide, I have spent years helping individuals minimize capital gains tax, particularly through ...
Learn how the Cash Value Accumulation Test (CVAT) determines if a financial product is taxed as insurance or an investment with potential tax benefits.