A financial plan can help LGBTQIA+ investors overcome challenges
June 16, 2021
Despite progress on marriage equality and workplace protections, some in the LGBTQIA+ community face challenges around finances and other legal issues.
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Treasury offers more details on tax proposals
Taxpayers receive more clarity on recent tax proposals from the Treasury.
Tax-planning ideas and opportunities in the muni market
Given the possibility of higher taxes in the future, investors may consider reviewing tax planning ideas and consider opportunities in the muni market.
Identify year-round tax ideas from a 1040 form
For many, the 2020 tax filing deadline is over, and it may be time to look at the year ahead and identify year-round tax ideas from a 1040 form.
More clarity on Secure 2.0 retirement bill
A new retirement bill, known as Secure 2.0, recently passed a key House committee and will be considered by the full House at some point.
Ways to drive a 529 plan to its full potential
There are many ways that families saving for college can use a 529 plan to its full potential.
When to choose a non-hardship 401(k) withdrawal
Some 401(k) plans allow investors age 59½ to take a non-hardship 401(k) withdrawal, providing the option to transfer savings to an IRA without penalty.
White House proposes tax hikes for high earners
The administration released a new proposal including spending for education, childcare, healthcare, nutrition, and other family support as well as tax hikes for high earners.
Proposed tax hike may drive shift in business structure
A Biden administration proposal calls for a tax hike for corporations. If approved, it may impact how certain business owners structure their business.
The tax bite on retirement income may surprise retirees
Challenges can emerge for investors who have not planned for the impact of taxes on retirement income.