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Professionals Column

Year-End Tax-Saving Strategies for 2021

A smart way to approach tax planning would be to look ahead, not back. Run through this list of tax-saving ideas to make sure you're taking advantage of all the available opportunities to reduce your …

Best for a Happy New (Tax) Year

First and foremost, I want to wish all my readers a happy and peaceful New Year. Your emails and calls are appreciated. It's that time of year again. The income-tax-filing season has begun and …

Best for a Happy New (Tax) Year

First and foremost, I want to wish all my readers a happy and peaceful New Year. Your emails and calls are appreciated. It's that time of year again. The income-tax-filing season has begun and …

Income-Tax Withholding Year-End Check-Up

As the end of the year approaches, the IRS encourages taxpayers to consider a tax-withholding check-up. When taxpayers take a close look to make sure that the right tax amount is withheld now, they …

In-Plan Roth Conversion A Good Retirement Tool

Q.: Over lunch the other day, a co-worker mentioned that he was converting money from his pre-tax 457(b) account to his Roth 457(b) account. This is all new to me. Can you clarify? S.C. A.: Your …

Tax Tips on Gambling Winnings and Losses

Whether you roll the dice, bet on the ponies, play cards or enjoy the slot machines, you should know that as a casual gambler, your winnings are fully taxable and must be reported on your income-tax …

Pre-Arranged Portfolio Should Be Fully Used

Two of the finest deferred-compensation plans in the nation are offered to the employees of the State and City of New York. With that said, the most common mistake I come across when helping …

Your Home Sale And Your Capital Gains

What is the best tax break available to John and Jane Taxpayer? If they're homeowners, it's selling their home. When you sell your primary residence, you can make up to $250,000 in profits if you're …

Some Relief for Those With Rising RMDs

Q.: I'm 72. At $1.3 million, my TRS 403(b) account is at an all-time high and with it, my Required Minimum Distribution (RMD) for 2022 will also be at an all-time high. Is there any way to alleviate …

Your Home Sale And Your Capital Gains

What is the best tax break available to John and Jane Taxpayer? If they're homeowners, it's selling their home. When you sell your primary residence, you can make up to $250,000 in profits if you're …

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