taxes
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Roth IRA Conversions: Benefits and Considerations Beyond Taxes
You could pay a lower tax rate now if you convert savings into a Roth IRA, but there could be more complex issues for you to consider.
By Troy Sharpe, Certified Financial Planner Published
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Deferring Taxes Until Retirement? You May Want to Rethink That
If tax rates go up in the future (such as when provisions in the TCJA sunset), that could lead to a bigger tax hit, depending on the types of accounts you have.
By Scott Noble, CPA/PFS Published
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New California Gun and Ammo Tax Becomes Law: What to Know
Gun Taxes A new California gun control law doubles the tax on guns and ammunition purchased in the state.
By Kelley R. Taylor Published
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Tax Relief for Maine and Massachusetts Following Hurricane Lee
Tax Deadline Following Hurricane Lee, the IRS has granted tax relief for Maine and Massachusetts taxpayers. Here are the payments and filings that qualify.
By Katelyn Washington Published
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Three Strategies to Build Wealth and Secure Your Financial Future
Here are three strategies to keep in mind as you embark on your path to wealth accumulation and financial security.
By Justin Donald Published
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Inherited an IRA? Four Things Every Beneficiary Should Know
Inherited IRA Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.
By Kelley R. Taylor Last updated
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Ohio State Tax Guide
State Tax Ohio state tax rates and rules for income, sales, property, fuel, cigarette, and other taxes that impact residents.
By Katelyn Washington Last updated
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How Tax Laws Can Help You If You're a Victim of a Hurricane, Wildfire or Other Federally Declared Disaster
Kiplinger Tax Letter Did you know that some losses — attributable to federally declared disasters — can be deducted, in addition to the tax filing and payment extensions?
By Joy Taylor Published
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How Long to Keep Tax Returns and Records? Kiplinger Tax Letter
Kiplinger Tax Letter The answer depends on what type of document and the kinds of transactions you engage in.
By Joy Taylor Published
Kiplinger Tax Letter