Taxes and Investments
IRAs and Your Taxes
Tax Information for Individual Retirement Arrangements (IRAs) Saving for your retirement through individual retirement accounts (IRAs) can have a significant impact on your taxes. IRAs…
The Differences Between Taxable And Non-Taxable Income
Learn the Differences Between Taxable and Non-Taxable Income As many are still recovering from the Great Recession, the idea of having income (or even…
What happens in your IRA stays in your IRA
Whether your IRA goes up or down, your accountant does not need to know about it during tax season.NEW YORK (MainStreet) — We’ve all heard…
Can The Windfall Tax Affect You?
[video width="1280" height="720" mp4="https://www.irs.com/wp-content/uploads/2025/03/Understanding_Windfall_Tax_Impacts.mp4"][/video] The windfall tax is deceptively simple. When you receive a windfall — whether it’s an inheritance from a relative, winnings…
Tax efficient investments to offset higher rates
Experienced money managers like to say you shouldn't "let the tax tail wag the investment dog," meaning you shouldn't let concerns about the tax effects…
Q&A: What is using cash value life insurance for retirement savings?
One of the more popular uses for cash value life insurance is to save for your retirement. Cash value life insurance refers to a wide…
Choosing a beneficiary for your IRA or 401(k)
Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of…
Investment Tax Allowances
With a struggling economy, countries all over the world have made changes to their tax systems. Some of them help taxpayers and businesses, while others…
