Tax-Advantaged Retirement Plan
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Watch out for the growing reach of the additional 3.8% tax on investment income
Strong portfolio performance can bring an unwelcome surprise: an additional 3.8% federal tax. The income thresholds for the net investment income tax (NIIT) aren’t annually…
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Tax essentials for sole proprietors
Many small businesses start out as sole proprietorships. This structure is simple and inexpensive to establish and maintain — and it gives the owner direct…
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Tax mitigation strategies when rebalancing your investment portfolio
Large stock market gains in recent years, coupled with some significant volatility in 2026, have left many investors with portfolios that are out of balance…
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There’s still time to set up a SEP and reduce your 2025 taxes
If you own a business or are self-employed and haven’t already set up a tax-advantaged retirement plan, consider establishing one before you file your 2025…
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A new year means new tax figures for individuals
Many tax figures are annually adjusted for inflation and typically increase each year (or at least every few years). For 2026, some additional changes are…
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Don’t have a tax-favored retirement plan? Set one up now
If your business doesn’t already have a retirement plan, it might be a good time to take the plunge. Current retirement plan rules allow for…
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