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2013 Charitable IRA Rollover Returns

By Robert Pagliarini on January 23, 2013

Give & receive a tax break. Schools, hospitals and other non-profit organizations are welcoming the return of the charitable IRA rollover – an opportunity that lets a traditional IRA owner aged 70½ or older donate up to $100,000 to charity with a tax perk attached. This donation can accomplish two very significant things: the IRA…

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Your Taxes & The Fiscal Cliff Deal

By Robert Pagliarini on January 8, 2013

Several tax hikes, some tax breaks. Now that the fiscal cliff deal assembled in Congress is becoming law, it is time to look at some of the tax law changes that will result. Here are the major details in the bill, which will bring significant tax hikes to some households in an effort to increase…

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How Will Congress Resolve the Big Tax Questions of 2013?

By Robert Pagliarini on November 10, 2012

Decisions must be made. In the next couple of months, Congress will address several major tax matters. Here are the big tax questions looming. The Bush-era income tax cuts. Will the current 10%-15%-25%-28%-33%-35% federal tax rate structure give way to 15%-28%-31%-36%-39.6% tax brackets in 2013? After the election, some analysts feel a compromise will be…

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Tax Efficiency In Retirement

By Robert Pagliarini on October 10, 2012

How much attention do you pay to this factor? Could you end up paying higher taxes in retirement? Do you have a lot of money saved in a 401(k) or a traditional IRA? If so, you may be poised to receive significant retirement income. Those income distributions will be taxed. As federal and state governments…

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