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Business
from24/7 Wall St.
1 week ago

If The Stock Market Tumbles, Is It the Best Time to Do a Roth Conversion for Your IRA?

Converting traditional retirement accounts to Roth during market downturns can lower immediate tax costs and enable tax-free growth when markets recover.
Business
fromSlate Magazine
2 weeks ago

There's a Common Method for Figuring Out Your Finances. I'm Not Sure I'm Rich Enough for It.

Consider ongoing financial planning once you have roughly $100,000–$250,000 in investable assets, or earlier during major life changes or complex financial situations.
UK news
fromLondon Business News | Londonlovesbusiness.com
2 weeks ago

How can personalised wealth management help you grow your capital? - London Business News | Londonlovesbusiness.com

Personalised wealth management tailors financial planning, tax and investment strategies to individual goals and risk profiles, maximising capital growth while adapting to changing UK financial conditions.
US politics
fromSFGATE
3 weeks ago

5 Key Takeaways: SALT Changes Set to Sting Wealthy Homeowners

The SALT deduction phases out rapidly for taxpayers with MAGI over $500,000, causing higher marginal tax rates and potential loss of deductions.
Business
fromEntrepreneur
3 weeks ago

Smart Tax Moves If You Have Multiple Income Streams | Entrepreneur

Treat each income stream as a separate business and plan proactively for taxes to remain compliant, minimize liability, and protect cash flow.
Business
fromBusiness Matters
1 month ago

An Interview with Armik Aghakhani, CPA: Building a Career on Integrity and Service

Armik Aghakhani built a trusted accounting firm offering tax, audit, and international planning while leading with integrity, mentoring staff, and actively supporting community causes.
#retirement-planning
fromBusiness Matters
1 month ago
Business

Dennis Farrah on Resilience, Leadership, and Legacy

Dennis Farrah built a 40+ year tax and retirement planning career grounded in integrity, service, and community engagement, prioritizing values and family over wealth.
from24/7 Wall St.
4 months ago
Retirement

I am 62 years old with $700k in a 401(k). Would converting $70k annually help avoid RMDs?

A 62-year-old can avoid RMDs by transferring money from a traditional 401(k) to a Roth IRA.
more#retirement-planning
#entrepreneurship
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Real estate
fromSFGATE
2 months ago

5 Key Takeaways: The One Big Beautiful Bill Act and Increases to the Federal Tax Exemption

The One Big Beautiful Bill Act permanently increases the federal estate tax exemption to benefit wealthy families and those with substantial real estate.
Real estate
fromSFGATE
2 months ago

This New England State Is the Only Place in the U.S. Where You'll Pay an Extra Tax for Giving Your House Away

Gifting property can result in unexpected tax consequences, including federal and state gift taxes.
fromMy Edmonds News
3 months ago

Sponsor spotlight: Watch out for these tax surprises - My Edmonds News

When you sell a home you've been living in for at least 2 of the past 5 years, you may qualify to exclude from your taxable income up to $250,000 of profit from the sale of your home if you're single or $500,000 if you're married.
Retirement
fromEntrepreneur
4 months ago

Only 48% of Founders Feel Confident About Their Taxes - Here's How to Join Them | Entrepreneur

Nearly three out of four founders admit they go into every filing season with gnawing doubt about whether they paid the right amount, overpaid or overlooked a key incentive.
Startup companies
London politics
fromwww.theguardian.com
4 months ago

An English gentleman, a crooked lawyer: the secrets of Stephen David Jones

Ewan McKay's golf passion led to business success and strategic financial planning, highlighting the intersection of personal interests and economic opportunities.
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