Tag: tax planning

Retirement Planning

Roth Conversions: Smart Moves In Market Dips

Ever wondered how to turn a market dip into a tax win? Roth conversions could be your move, but are...

30/04/2025

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Retirement Planning

Inherited IRA Rules: Tax Planning Essentials

Got an inherited IRA? The 10-year rule could trip you up. Discover how to plan withdrawals and dodge tax pitfalls...

22/04/2025

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Retirement Planning

Shield ISAs from Inheritance Tax: Top Strategies

Want to shield your ISAs from inheritance tax? From spousal transfers to clever gifting, these strategies could save you thousands....

20/04/2025

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Property

How To Use Property To Slash Inheritance Tax

Want to cut your inheritance tax bill? Unlock your property's wealth to gift tax-free and save thousands. But what's the...

18/04/2025

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Risk Management

IRS Staff Cuts: Wealthy Audits Drop, Tax Gaps Widen

IRS staff cuts mean fewer audits for the wealthy, but what does this mean for tax revenue and planning? Discover...

17/04/2025

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Risk Management

At-Risk Rules: Limit Tax Losses Effectively

Ever wondered how much of your investment losses you can deduct? At-risk rules set the limit, but there’s a catch...

15/04/2025

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Passive Income

2025 Tax Deadline Secrets To Avoid Penalties

Did you know April 15, 2025, hides a tax deadline that could cost you? Uncover the secret to avoiding penalties...

14/04/2025

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