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Health Savings Accounts (HSAs)
HSAs allow eligible individuals to make deductible contributions that can be withdrawn tax-free later to reimburse the individual for eligible medical expenses....
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Retirement & Wealth
Charitable contributions from IRAs
Eligible taxpayers have until Wednesday, 12/31/14, to make Qualified Charitable Distributions (QCDs) from their IRAs. QCDs of up to $100,000 per year...
12 Planning Tips for Social Security Benefits
Article originally written by Theodore J. Sarenski, CPA/PFS on Nov 04, 2014, posted to AICPA Helping clients plan for Social Security benefits...
IRS Automatically Extends Filing for Certain Estates Electing Portability
In estate planning, the concept of "portability" of a deceased spouse's unused exclusion (DSUE) amount is relatively new. For decedents dying after...
You Can Unwind Roth IRA Conversion Before October 15, 2014
The market has generally been up since 2013, but if the value of your IRA has declined since your 2013 conversion date,...
