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Category: Tax Planning

Kiplinger’s Retirement Report – RMD Tips: When Your IRA Holds an Annuity

March 2017

Here are some excerpts from a recent Kiplinger’s Retirement Report story titled, “RMD Tips: When Your IRA Holds an Annuity,” by Rachel L. Sheedy. AnnuityAdvantage CEO and Founder, Ken Nuss, is quoted in the article. “Annuities have a reputation for being... Read more

United States Tax History

United States Tax History American tax law is a constantly changing landscape. The latest major piece of tax legislation is the American Taxpayer Relief Act of 2012, which was signed into law on January 2, 2013, by President Barack Obama. It... Read more

Tax-Free Insurance Upgrades

How Can I Upgrade My Insurance — Tax-Free? Responding to the changing needs of consumers, the life insurance industry has developed some alternatives that go much further in satisfying a variety of financial needs and objectives than some of the... Read more

Mutual Fund Profits

How Can I Keep More of My Mutual Fund Profits? Provisions in the tax code allow you to pay lower capital gains taxes on the sale of assets held more than one year. The long-term capital gains tax rate is 15%... Read more

Tax-Free Investments

Is There Such a Thing as a Tax-Free Investment? The simple answer to this question is “yes.” There are two main types: (1) municipal bonds and municipal bond mutual funds and (2) tax-free money market funds. Municipal bonds are issued... Read more

Tax Strategies for Retirement Plans

What Is the Most Tax-Efficient Way to Take a Distribution from a Retirement Plan? If you receive a distribution from a qualified retirement plan such as a 401(k), you need to consider whether to pay taxes now or to roll... Read more

Tax-Advantaged Alternatives

What Tax-Advantaged Alternatives Do I Have? A strong savings program is essential for any sound financial strategy. We take Benjamin Franklin’s saying to heart, “A penny saved is a penny earned,” and we save our spare cash in savings accounts... Read more

Tax Deductions

What Tax Deductions Are Still Available to Me? Tax reform measures are enacted frequently by Congress, which makes it hard for U.S. taxpayers to know which deductions are currently available to help lower their tax liability. In fact, a former... Read more

Tax-Advantaged Investments

How Can I Benefit from Tax-Advantaged Investments? For many people, tax-advantaged investing is an excellent way to reduce their taxes. And while many of the traditional tax-advantaged strategies have been eliminated, there are still alternatives left that can help you... Read more

Tax Deferral

What Is Tax Deferral? “Tax deferral” is a method of postponing the payment of income tax on currently earned investment income until the investor withdraws funds from the account. Tax deferral is encouraged by the government to stimulate long-term saving... Read more