About the Financial Planning category
|
|
0
|
2378
|
August 31, 2022
|
Can 1031 Exchange be used to diversify a portfolio free capital gains tax?
|
|
10
|
182
|
November 21, 2024
|
Roth distribution and IRMAA
|
|
1
|
86
|
November 15, 2024
|
Turbo Tax handling of special extentions of filing and payment deadlines
|
|
1
|
69
|
November 14, 2024
|
Recs on pre-planning software
|
|
9
|
119
|
November 14, 2024
|
Election outcome
|
|
14
|
145
|
November 8, 2024
|
RMD and Roth Recharacterization
|
|
30
|
285
|
November 7, 2024
|
Tax Rates for 2025
|
|
4
|
150
|
November 2, 2024
|
H&R Block preseason basic tax software offer
|
|
4
|
140
|
October 29, 2024
|
Estate Tax: Can a charity be the beneficiary of an IRA
|
|
45
|
383
|
October 25, 2024
|
Estate Tax: Can a charity be the beneficiary of an IRA?
|
|
0
|
39
|
October 9, 2024
|
Room and Board During Co-Op semester -- 529 eligible?
|
|
10
|
187
|
October 8, 2024
|
Living Trust question
|
|
8
|
129
|
October 5, 2024
|
Tax for Revocable Living Trust question
|
|
2
|
66
|
October 3, 2024
|
Help with Credit Experian
|
|
3
|
119
|
September 30, 2024
|
Clean Energy Tax Credit and SRECs
|
|
0
|
55
|
September 24, 2024
|
IRA withdrawals tax
|
|
24
|
374
|
September 10, 2024
|
Musings on an inheritance
|
|
9
|
156
|
August 23, 2024
|
Tax on Qualified Dividends
|
|
5
|
146
|
August 21, 2024
|
Report Maturity/Sale of Treasury Bill on Form 8949
|
|
14
|
178
|
August 7, 2024
|
Inherited IRA Question/Scenario
|
|
0
|
50
|
July 27, 2024
|
Does inherited IRA impact Roth conversion?
|
|
31
|
326
|
July 24, 2024
|
Charitable Remainder Trust again
|
|
23
|
225
|
July 22, 2024
|
Taxation of Treasuries
|
|
2
|
113
|
July 17, 2024
|
Are Transcript Costs 529-Eligible Expenses? (Student is enrolled in the receiving school)
|
|
16
|
397
|
July 12, 2024
|
QLAC: Annuity Payments (up to $200K) from IRA or 401k to defer RMDs
|
|
5
|
272
|
July 7, 2024
|
Self-employed income w/o 1099
|
|
7
|
442
|
July 2, 2024
|
Are Transcript Costs 529-eligible expenses?
|
|
1
|
115
|
June 28, 2024
|
Cost basis of gifted property
|
|
3
|
219
|
June 5, 2024
|
Trust and estate - irrevocable trust but total control?
|
|
8
|
364
|
May 28, 2024
|