5 Important Points of the new “American Families Plan” Tax Proposal
On September 13th the house ways and means committee released their new tax proposal. Read on to learn about 5 important changes! New Tax Brackets! The new bill titled “The American Families Plan” would change the current tax brackets as shown below. Single Married Filing […]
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Is this type of annuity a drag on your portfolio?
Investor pro tip: most investments that are pitched along with a free steak dinner deserve more than a quick once over before you sign on the dotted line. Chances are those investments work out better for the one selling them than they do for the […]
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Mega Backdoor Roth: Is It Available and Right for You?
The Roth IRA was originally established in 1998 through the Taxpayer Relief Act of 1997 and originally allowed investors the opportunity to contribute $2,000 per year. The benefit of the Roth IRA would not allow for an immediate tax deduction (unlike its Traditional IRA cousin), […]
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