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Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
By Broadridge Advisor SolutionsPosted on October 8th, 2024
The Taxpayer Relief Act of 1997 provided homeowners who sell their principal residence an exclusion from capital gains taxes of $250,000 for single filers and […]
Learn MoreFinal Regulations for Required Minimum Distributions
By Anne ZavagliaPosted on October 8th, 2024
In July, the IRS issued the long awaited final regulations on required minimum distributions (RMDs) from retirement accounts. The regulations became effective on September 17, […]
Learn MoreQ3 2024 Market Review
By Clint EdgingtonPosted on October 8th, 2024
Equity and fixed income markets both experienced broad gains this quarter, with the S&P adding nearly 6% to its 22% year-to-date gain and the U.S. […]
Learn MoreIf You Don’t Have a Will Yet, Why Not?
By Broadridge Advisor SolutionsPosted on September 25th, 2024
A will is a fundamental estate planning document. It outlines how you wish your property to be distributed, who should handle matters related to settling […]
Learn MoreQ2 2024 Market Review
By Clint EdgingtonPosted on July 15th, 2024
The quarter started with investor concerns of continued inflation subduing expectations of multiple rate cuts due to higher inflation readings and the Fed’s April release […]
Learn MoreSuperfunding 529 Plans to Reduce Your Estate and Taxes
By Anne ZavagliaPosted on July 12th, 2024
529 plans are tax-advantaged plans similar to Roth IRAs; funded with after-tax dollars, tax-free growth, and tax and penalty-free withdrawals if used for qualified educational […]
Learn MoreDo You Need to Pay Estimated Tax?
By Broadridge Advisor SolutionsPosted on June 26th, 2024
Taxpayers are required to pay most of their tax obligation during the year by having tax withheld from their paychecks or pension payments, or by […]
Learn MoreQ1 2024 Market Review
By Clint EdgingtonPosted on April 22nd, 2024
U.S. Equity markets started 2024 off on a tear, although it’s since given a bit back since the end of the quarter. The market has […]
Learn MoreNew High Interest Savings Accounts Help Ohio Homebuyers
By Anne ZavagliaPosted on April 16th, 2024
The Ohio Homebuyer Plus program helps Ohioans save for a down payment on the purchase of a primary residence. Ohio residents aged 18 or older […]
Learn MoreKey Retirement and Tax Numbers for 2024
By Broadridge Advisor SolutionsPosted on January 29th, 2024
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. […]
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