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Jeff Stimpson

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Using Life Insurance To Address Anticipated Rise In Estate Taxes

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Life insurance can help clients with expiring provisions of the Tax Cuts and Jobs Act, advisors say.

States Are Eyeing A New Tax On The Wealthy Who Move Away

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The "exit tax" would be slapped on wealthy taxpayers who move to another state.

Tax Deadline Extensions Give More Time, But Not Much Else, Advisors Say

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There's not a lot to be gained by waiting an extra six months to pay taxes, they say.

Should Wealthy Clients Use Home Equity To Reduce Taxes?

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Such strategies can sometimes carry a high price tag, advisors say.

Using Life Insurance To Address Anticipated Rise In Estate Taxes

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Life insurance can be useful for dealing with expiring TCJA provisions, advisors say.

Now's The Time To Use The 529 Tax Break For Roth IRA Rollovers, Advisors Say

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Starting this year, the SECURE 2.0 Act allows unused 529 plan funds to be rolled over into Roth IRAs without taxes or penalties.

How Clients Can Whittle Down Medicare's IRMAA

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Controlling income is key to controlling Medicare surcharges, advisors say.

Death Of A Client's Spouse Can Trigger Tax Changes Beyond Filing Status

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It's important to assess the tax implications when a client's spouse passes away, advisors say.

Remote Workers Should Be Wary Of Double Income-Tax Hit

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States vary greatly on when they trigger income taxes on out-of-state workers.

Now's The Time To Use 529 Tax Break For Roth IRA Rollovers, Advisors Say

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Starting this year, SECURE 2.0 allows unused 529 plan funds to be rolled over into Roth IRAs without taxes or penalties.

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