Long-Term Care Insurance Quote

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Medicare Health Plans Quote

Medicare Health Plans Quote Medicare Health Plans Quote Request Name* First Last Birthdate* MM slash DD slash YYYY Address* City ZIP / Postal Code Phone*Email* Are you already enrolled in Medicare?* Yes No I am interested in (select all that apply)* Medicare Supplement Medicare Advantage Medicare Part D CAPTCHA Medicare SupplementMedicare AdvantageMedicare (Part D)Important LinksMedicare ToolsMedicare GlossaryHow can we help you?Speak …

Taxation On The Sale Of A Home

For most of us, our home represents our largest asset. Over time, the management of this asset can make a big difference in our overall financial outlook. One of the largest planning opportunities home ownership brings is the favorable tax treatment afforded the sale of a primary residence. Home Sale as Capital Gain The gain on the sale of a …

Tax Aspects Of Working At Home

How much of their home office expenses can be deducted is one of the most misjudged tax questions faced by home workers. The reality of home office expense deductibility is much more complex than the common perception. When Can Home Office Expenses Be Deducted? The costs associated with maintaining a home office can be deducted only if strict IRS guidelines …

Taking The Mystery Out Of Capital Gains

Under the recently enacted Jobs and Growth Tax Relief Reconciliation Act of 2003, generating long term capital gains or acquiring dividend income could be two of your big opportunities to save on taxes. Be aware that the Act of 2003 created “sunset provisions”, however, meaning that the tax rates on both capital gains and dividends may go up again unless …

Gift Tax Fundamentals

The federal government imposes a substantial tax on gifts of money or property above certain levels. Without such a tax someone with a sizable estate could give away a large portion of their property before death and escape death taxes altogether. For this reason, the gift tax acts more or less as a backstop to the estate tax. And yet, …

Traditional and Roth IRAs – Which Is Right For You?

There is a wide variety of tax-advantaged ways for individuals to save for retirement. Because of their income tax benefits and because IRAs are so easily established, they have become one of the most often used retirement savings vehicles available today. Recent tax laws, however, have created three very unique types of IRAs the Traditional IRA, the Non-Deductible IRA and …

Roth IRA Conversion Review

If you have existing retirement assets in a traditional IRA, you may want to consider converting those assets to a Roth IRA. Possible benefits of converting include tax-free distributions at retirement, no required minimum distributions at age 70 ½, and leaving income tax-free assets to your heirs in the event of your death. While Roth conversions are not subject to …

Retiring At An Early Age

Historically, most Americans have considered 65 to be their target retirement age. This is likely the result of past Social Security laws which allowed for a full benefit beginning at age 65. Workers today, however, are retiring at earlier ages than in years past. In just the last few years, for example, the average age for retiring has dropped to …