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Personal Finance
5 Things You Should Know Now About IRS Form 3520
The 2023 tax filing season is in full swing. Taxpayers and tax preparers are currently…
2025 Corporate Tax Rates and Brackets By State
Corporate income taxes vary widely across the U.S. Some states impose flat rates, while others…
What Percentage of a Retirement Portfolio Should Be in Cash?
Planning for retirement involves making a lot of decisions, including how to allocate your portfolio.…
Inherited IRA Rules: 7 Things All Beneficiaries Must Know
Key takeaways Inheriting an IRA can be complex. The rules differ based on your relationship…
How to Avoid Capital Gains Taxes in Washington State
Washington State imposes a 7% capital gains tax on the sale of certain long-term assets,…
What Happens to Your SSDI When Your Child Turns 18?
If you’re receiving Social Security Disability Insurance (SSDI), you may also receive additional benefits for…
Mortgages And Loans That Pay For Home Renovations
Key takeaways There are several ways to finance home renovations, including renovation mortgages, home equity…
How Much Can You Inherit Without Paying Taxes?
An inheritance can offer helpful financial support, but it may also come with tax considerations.…
6 Reinvestment Options for Retirement Income
Many retirees receive distributions from retirement accounts, pensions, dividends or even part-time work. Should this…
10 Examples of Taxable and Nontaxable Income
Understanding what counts as taxable income and what does not can significantly impact your financial…
Annuities vs. Dividend Stocks: Taxes, Pros and Cons, Examples
Annuities and dividend-paying stocks work differently when it comes to income, taxes and risk. Annuities…
December Inflation clouds Fed’s outlook on interest rate cuts
Annual inflation increased to 2.9% in December, rising modestly above the 2.7% annual inflation rate…
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