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Category: Personal Finance

So You’re Starting a Small Business. What’s Your Plan?

Key Takeaways Starting a business begins with a well-researched business plan Each type of business structure has its own rules and potential tax implications Operational logistics include financials, marketing, and HR considerations, including setting up a retirement plan Small businesses are the little engines—numbering over 30 million in the United States—collectively powering a trillion dollar impact […]

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Steer Your Retirement Tax Strategy Carefully

Key Takeaways Transitioning into retirement may mean changes in your employment status; make sure your retirement tax strategies keep pace The near-retirement years can offer certain tax-advantaged savings alternatives Downsizing your home? Consider the tax implications The road to retirement is changing, and the best route isn’t always clear. If you’re approaching your retirement destination, […]

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Tax Bite: Short-Term vs. Long-Term Capital Gains

Key Takeaways Short-term capital gains are taxed as ordinary income; long-term gains are taxed at lower rates For 2022, capital gains tax rates range from zero to 20%, but policymakers occasionally alter these rates and thresholds Certain derivatives are taxed at a blended 60/40 rate of long-term and short-term capital gains Having a new stock […]

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Back-to-School Money Goals

Back-to-School Money Goals

Key Takeaways School is likely to look different this fall  Where you put your money should reflect your long-term goals  Tweak your plans as needed Everything about how we interact with the world seems to be in flux in 2020—and that includes back-to-school plans for the fall. Whether your child is in elementary school, high […]

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