"Still Time to Save Thousands onYour 2024 Taxes - Family Edition" To get my complete articlewith all the details… Did you know you could potentially save thousands in taxes this year through smart family-related decisions? Here's a surprising example: If you own a business and have children under 18, you could: Pay ZERO payroll taxes on their wages Help them … [Read more...]
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Did You Overfund a Section 529 Plan? Consider a Roth IRA Rollover
“Did You Overfunda Section 529 Plan?Consider a Roth IRA Rollover” To get my complete articlewith all the details… Looking for a great way to help pay for a childs', or other family member’s, college education? Consider establishing a Section 529 college savings plan. These plans are not federally tax-deductible (they are deductible in many states). What’s … [Read more...]
Overfunded 529 College Savings Accounts
“Overfunded 529College Savings Accounts” To get my complete, FREE articlewith all the details… Funding a 529 college savings account can be a great idea. But what happens if you overfund your 529 plan? In this issue of the Tax Reduction Letter, I’ll provide you with flexible strategies that help solve a wide range of problems. Scenario #1: What happens to … [Read more...]
2023 Last-Minute Year-End Tax Strategies for Your Stock Portfolio
“2023 Last-Minute Year-EndTax Strategies forYour Stock Portfolio” To get my complete, FREE articlewith all the details… You may have some stocks that are down time but that doesn’t mean you can’t take steps to lessen the damage...if you act by December 31. Check out these seven strategies that are spelled out in in my article. Strategy #1: … [Read more...]
Estate Planning for the Rest of Us
“Estate Planningfor the Rest of Us” To get my complete, FREE articlewith all the details… Here’s some important advice I urge you to follow. If you don’t have an estate plan in place,create one now. Right now. You see, an estate plan isn’t just for the super-rich. Thanks to today’s ultra-generous $12.92 million exemption for singles, or effectively $25.84 … [Read more...]