Roth IRA Conversion Rules: Avoiding Tax Mistakes and Penalties
Roth IRA Conversion Rules: Avoiding Tax Mistakes and Penalties CORE INSIGHTS The Strategy: A Roth conversion moves pre-tax funds to…
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Net Investment Income Tax (NIIT): Does the 3.8% Surcharge Apply to You?
Net Investment Income Tax (NIIT): Does the 3.8% Surcharge Apply to You? CORE INSIGHTS The Surcharge: NIIT is an extra…
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Marginal Tax Rate vs. Effective Tax Rate: Understanding Your True Tax Burden
Marginal Tax Rate vs. Effective Tax Rate: Understanding Your True Tax Burden CORE INSIGHTS The Next Dollar Rule: The Marginal…
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Capital Gains Tax: The Difference Between Short-Term and Long-Term Rates
Capital Gains Tax 2025: Short-Term vs. Long-Term Rates Core Insights The 1-Year Rule: Your tax rate depends entirely on whether…