Contents tagged with Tax Planning

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Are IRA Contributions Tax Deductible?

By Melissa Finnegan0 Comments
Are your IRA contributions tax deductible? Your retirement account contributions may qualify as a tax deduction this year. Learn more about the potentially tax-deductible retirement accounts and eligibility to determine how you can potentially reduce your tax burden.  
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Tax Preparation Checklist

By Melissa Finnegan0 Comments
With tax filing deadlines approaching, many individuals are seeking ways to potentially reduce taxes or make it easier to file taxes. Whether you request the assistance of a professional or doing your taxes yourself, utilizing the following checklist may help you prepare for tax season.  
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Top Webinars of 2018

By Heather Taylor0 Comments
These webinars provide valuable, timely insight about topics including real estate investing, note investing, self-directed IRA rules and more. Read More

Top Blog Posts of 2018

By Heather Taylor0 Comments
From inspiring case studies to Roth IRA strategies, the most-read blog posts of the year represent a range of self-directed investing topics.   Read More

Combat Rising Health Care Rates with an HSA

By Melissa Finnegan0 Comments
Are you missing out on one of the most valuable HSA features? With the cost of health care rising, how are you paying for medical expenses? Learn about the power of an HSA and see if it’s right for you and your future.  
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Most Popular Webinars of 2016

By Heather Taylor0 Comments
Equity Trust’s most-watched webinars of the past year included in-depth discussions about getting children involved with savings, tax strategies, and self-directed IRA basics.  Read More

Don’t Make These IRA Contribution Mistakes

By Brendan Hughes0 Comments
It’s still possible to make contributions to your self-directed IRA for 2015 – you have until the tax-filing deadline, which is April 18 this year Christine Benz of Moringstar.com lists mistakes to avoid if decide to contribute. 
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Could Your IRA Investments be Taxed?

By Elsie Dudukovich0 Comments
Unrelated Business Income Tax (UBIT) is possible if your IRA is invested in a Limited Partnership (LP), Limited Liability Company (LLC), or any investment that takes on debt financing and/or is involved in an unrelated business. Learn more with Equity Trust’s UBIT educational resources.    Read More

What Would You Do with $3,000?

By Elsie Dudukovich0 Comments
According to the IRS, the average 2015 federal income tax refund was $3,120. Regardless of the amount you’re receiving, there is a lot you can do to make lasting use of the funds.  
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Tax Credits Versus Tax Deductions

By Elsie Dudukovich0 Comments
While tax deductions and tax credits reduce an individual’s income tax liability, it’s important to not think of these terms interchangeably. They affect income tax liability in different ways and come with their own requirements.   Read More

Tax-Free Vs. Tax-Deferred Plans

By Keith Blazek0 Comments
Investing in retirement usually involves a bit of strategy, which a team of financial advisors can help with. One topic the advisors will probably discuss is investing in tax-free accounts vs. tax-deferred plans. What’s the difference, and how does it affect retirement investments? Read More

How to Get More out of Your Tax Refund

By Heather Taylor0 Comments
Instead of taking a trip or buying a gadget, some taxpayers who are getting money back from Uncle Sam are using it to plant a seed with growth potential. Find out how you can potentially generate future wealth with your windfall. Read More

UBIT: How to Figure Out if You Owe

By Elsie Dudukovich0 Comments
There are certain situations that cause investors to be responsible for an Unrelated Business Income Tax, or UBIT. Find out if it applies to you and what you need to do to square up with the IRS Read More

Top Retirement Planning Mistakes

By Brendan Hughes1 Comments
When it comes to financial savings, retirement is probably the most universal goal that people strive to accomplish. Establishing a financial plan for later years in life allows individuals and couples to spend time working on hobbies or projects that interest them, rather than having to work for a paycheck to keep food on the table and the electricity turned on in the home. Read More