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What Tax Deductions Are Still Available to Me?

Research

Tax reform measures are enacted frequently by Congress, which makes it hard for U.S. taxpayers to know which deductions are currently available to help lower their tax liability. Taxpayers may be able to take deductions for student-loan interest, out-of-pocket...

How Can I Benefit from Tax-Advantaged Investments?

Investment management, Research

For many people, tax-advantaged investing is an excellent way to reduce their income tax liability. And while many of the traditional tax-advantaged strategies have been eliminated, there are still alternatives left that can help you reduce your taxes. Some are...

What Is Tax Deferral?

Research

“Tax deferral” is a method of postponing the payment of income tax on currently earned investment income until the investor withdraws funds from the account. Tax deferral is encouraged by the government to stimulate long-term saving and investment, especially for...

What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½?

Research, Retirement

Withdrawing taxable funds from a tax-deferred retirement account before age 59½ generally triggers a 10% federal tax penalty, on top of any federal income taxes due. (Distributions from Section 457(b) plans are generally not subject to an early distribution...

When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?

Research, Retirement

Traditional IRAs and most employer-sponsored retirement plans are tax-deferred accounts, which means they are typically funded with pre-tax or tax-deductible dollars. As a result, taxes are not payable until funds are withdrawn, generally in retirement. Withdrawals...

What Are the Tax Benefits of Charitable Trusts?

Estate planning, Research

Americans give freely to support the causes they value, from churches, education, and the arts to medical research. Fortunately, current tax laws encourage and even reward philanthropy. Beyond the basic tax deductions for charitable giving, setting up one or both of...