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‘Taxation’ Category

Earn Tax-Free Income With Municipal Bonds

Nov 13, 2015

phil

Investing Insight, Market Commentary, News, Retirement Planning, Taxation

0

Nobody likes to pay taxes. That’s why investors naturally are interested in earning tax-free income. Municipal bond issues are a very popular way to earn tax-free income and, if income is reinvested, achieve tax-free compounding of returns. Municipal bonds (also known as “munis”) are fixed-income investments that can provide higher after-tax returns than similar taxable […]

Calculating Taxes on Mutual Funds

Nov 09, 2015

phil

Market Commentary, News, Taxation

0

For mutual fund investors, earnings come from two sources: fund distributions — dividends or capital gains — and the sale of fund shares.1 Income from these sources may be taxable. Fund companies typically send year-end statements to shareholders that summarize the information used to report investment gains or losses to the IRS. Here’s a look […]

Shielding Retirement Assets From Taxes

Aug 31, 2015

phil

News, Retirement Planning, Taxation

0

As hard as it is to believe, today’s tax-advantaged plans — including individual retirement accounts IRAs, 401(k)s, and rollover IRAs — have the potential to make many employees millionaires. A 401(k) contribution of $433 per month, at 8% compounded monthly, would be worth more than $1 million after 35 years.1 [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FEgg-in-nest-money-300×199.jpg” width=”300″ align=”left” […]

Is a Variable Annuity Right for Me?

Jul 07, 2015

phil

annuity, tax deferred, tax sheltered, variable

Investing Insight, News, Retirement Planning, Taxation

0

For the casual observer, it sometimes seems that variable annuities are either “terrible” or “wonderful.”Commentators in the financial media seem to occupy a polarity of opinions we might see in politics. What gets lost when these commentators collide is “the individual.” Unfortunately, the discussion is rarely centered on whether a variable annuity is relevant and […]

IRA Withdrawals that Escape the 10% Tax Penalty

Jul 07, 2015

phil

10% penalty, IRA, tax penalty, withdrawals

News, Retirement Planning, Taxation

0

The reason withdrawals from an Individual Retirement Account (IRA) prior to age 59½ are generally subject to a 10% tax penalty is that policymakers wanted to create a disincentive to use these savings for anything other than retirement.¹ [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FPenalty-exclamation-ball-300×256.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] Yet, policymakers also recognize that life can […]

Revising Estate Strategy Assumptions

Jul 07, 2015

phil

assumptions, changing, estate tax, uncertainty

Estate Planning, News, Taxation

0

When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an uncertain roller coaster in recent years, the rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.¹ [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FMarble-house-with-question-mark-in-the-snow-200×300.jpg” width=”200″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] In 2013, Congress […]

How to Appeal Your Property Taxes

Jul 07, 2015

phil

appeal, property tax, property values, tax reduction

News, Taxation

0

Between 30 percent and 60 percent of taxable property has an inflated assessment, which may lead to higher property tax bills. Moreover, typically fewer than 5 percent of taxpayers dispute their assessment.¹[images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FA-house-sitting-on-top-of-a-mortgage-statement-307×200.jpg” width=”307″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] For homeowners who think their local government may have assessed their property’s value too […]

“Dirty Dozen” Tax Scams to Watch For

Jul 07, 2015

phil

fraud, tax, tax scam

News, Taxation

0

Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money.¹ [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FPiggy-bank-in-scam-trap-300×240.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] The 2015 “Dirty Dozen” Identity Theft Using your personal information, an identity thief can file a fraudulent tax return […]

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