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Tax and other financial consequences of tax-free bonds.

Tax and other financial consequences of tax-free bonds.

by jess@makethewriteconnections.com | Oct 13, 2022 | Investments, Taxes

If you’re interested in investing in tax-free municipal bonds, you may wonder if they’re really free of taxes. While the investment generally provides tax-free interest on the federal (and possibly state) level, there may be tax consequences. Here’s how the rules...
Is it a good time for a Roth conversion?

Is it a good time for a Roth conversion?

by jess@makethewriteconnections.com | Jun 1, 2022 | Investments

The downturn in the stock market may have caused the value of your retirement account to decrease. But if you have a traditional IRA, this decline may provide a valuable opportunity: It may allow you to convert your traditional IRA to a Roth IRA at a lower tax...
The ins and outs of Series EE savings bond taxation

The ins and outs of Series EE savings bond taxation

by jess@makethewriteconnections.com | Jun 1, 2022 | Investments

Many people own Series E and Series EE bonds that were bought many years ago. They may rarely look at them or think about them except on occasional trips to a file cabinet or safe deposit box.One of the main reasons for buying U.S. savings bonds (such as Series EE...
Thinking about converting your home into a rental property?

Thinking about converting your home into a rental property?

by jess@makethewriteconnections.com | May 2, 2022 | Investments

In some cases, homeowners decide to move to new residences, but keep their present homes and rent them out. If you’re thinking of doing this, you’re probably aware of the financial risks and rewards. However, you also should know that renting out your home carries...
Want to turn a hobby into a business? Watch out for the tax rules

Want to turn a hobby into a business? Watch out for the tax rules

by jess@makethewriteconnections.com | May 2, 2022 | Investments, Taxes

Like many people, you may have dreamed of turning a hobby into a regular business. You won’t have any tax headaches if your new business is profitable. But what if the new enterprise consistently generates losses (your deductions exceed income) and you claim them on...
Selling mutual fund shares: What are the tax implications?

Selling mutual fund shares: What are the tax implications?

by jess@makethewriteconnections.com | Apr 7, 2022 | Investments, Taxes

If you’re an investor in mutual funds or you’re interested in putting some money into them, you’re not alone. According to the Investment Company Institute, a survey found 58.7 million households owned mutual funds in mid-2020. But despite their popularity, the tax...
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Recent Posts

  • *IMPORTANT INDIANA TAX LAW ALERT – SENATE BILL 2 – TAX RELIEF COMING FOR INDIANA BUSINESS OWNERS*
  • Insight’s comprehensive 2022 payroll reporting guide.
  • Does my business qualify to claim the Employee Retention Credit (ERC)?
  • You may be liable for “nanny tax” for all types of domestic workers.
  • Plan now to make tax-smart year-end gifts to loved ones
  • Tax and other financial consequences of tax-free bonds.
  • Year-end tax planning ideas for individuals
  • Don’t forget income taxes when planning your estate.
  • Seller-paid points: Can homeowners deduct them?
  • Home sweet home: Do you qualify for office deductions?
  • Estimated tax payments: Who owes them and when is the next one due?
  • Is your withholding adequate? Here’s how to check.
  • The kiddie tax: Does it affect your family?
  • How disability income benefits are taxed.
  • Your estate plan: Don’t forget about income tax planning
  • Social Security benefits: Do you have to pay tax on them?
  • Is it a good time for a Roth conversion?
  • The ins and outs of Series EE savings bond taxation
  • IRA charitable donations: An alternative to taxable required distributions.
  • Valuable gifts to charity may require an appraisal
  • Thinking about converting your home into a rental property?
  • Want to turn a hobby into a business? Watch out for the tax rules
  • Once you file your tax return, consider these 3 issues.
  • Selling mutual fund shares: What are the tax implications?
  • It’s almost that time of year again! If you’re not ready, file for an extension

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