This month read about net investment income tax (NIIT), life insurance beneficiary mistakes, bonds and succession plans for family businesses.
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Categories: newsletters
The CPA Financial Planner Newsletter | February 2024
This month we look at some hot topics: ways energy costs fuel inflation, 2024 retirement and tax numbers, how savers and spenders can meet in the middle, and Federal Reserve’s key meeting dates.
Read moreThe CPA Financial Planner Newsletter | January 2024
This month learn about the economy staying strong, reviewing your estate plan, saving with a 529 plan, and healthy credit for retirement.
Read moreThe CPA Financial Planner Newsletter | November 2023
This month read about how rates have changed over the last 20 years, IRA RMDs, year-end 2023 tax tips, and enriching a teen with a Roth IRA.
Read moreThe CPA Financial Planner Newsletter | October 2023
This month we look at some hot topics: uneven jobs recovery, new Medicare rules, pairing high-deductible health plans with a heath savings account, and receiving an inheritance.
Read moreThe CPA Financial Planner Newsletter | September 2023
This month learn about Roth 401(k)s, sound retirement plans, REITs, and clean vehicle tax credits.
Read moreThe CPA Financial Planner Newsletter | August 2023
This month read about retirement healthcare costs, money values, new 529 plan rollover options, and international travel tips.
Read moreThe CPA Financial Planner Newsletter | July 2023
This month we look at some hot topics: inflation, midyear money checkup, SECURE 2.0, and home energy tax credits.
Read moreThe CPA Financial Planner Newsletter | June 2023
This month learn about IRS audit rates, retirement account early withdrawal exceptions, college-related federal tax benefits, and helping your aging parents protect their finances.
Read moreThe CPA Financial Planner Newsletter | May 2023
This month read about reasons to rollover your retirement plan, how taxes impact your retirement-income strategy, tax-advantaged municipal bonds, and mortgage recasting.
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