Tax reform measures are enacted frequently by Congress, which makes...
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How Can I Benefit from Tax-Advantaged Investments?
For many people, tax-advantaged investing is an excellent way to...
What Is Tax Deferral?
“Tax deferral” is a method of postponing the payment of income tax...
What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½?
Withdrawing taxable funds from a tax-deferred retirement account...
When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?
Traditional IRAs and most employer-sponsored retirement plans are...
What Are the Tax Benefits of Charitable Trusts?
Americans give freely to support the causes they value, from...
What Is a Required Minimum Distribution?
A required minimum distribution (RMD) is the annual amount that...
How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
IRAs and employer-sponsored retirement plans are subject to annual...
What Is the Gift Tax?
The federal gift tax applies to gifts of property or money while the...