How your tax rates can change

tax form

How your tax rates can change As we enter the last part of 2021, Congress is debating a series of changes to the tax code. Whether you find the proposed changes disconcerting is largely a function of how the changes affect you specifically. From our perspective as advisors, changes in the tax code can alter…

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Can I rollover mom’s IRA into my IRA?

Derrick Chandler, CFP, fee-only financial advisor Orlando

 Can I rollover mom’s IRA into my IRA? Only a surviving spouse may rollover a deceased’s IRA account into their own IRA. After the SECURE Act of 2019, most non-spouse inheritors whose benefactors die in 2020 or later have only one requirement – the inheritor must take all the money out of the Inherited…

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Every day is Independence Day at Moisand Fitzgerald Tamayo

Every day is Independence Day at Moisand Fitzgerald Tamayo At the heart of the meaning of the word “independent” is the concept that one is free from the control of another. When we say we are independent, that is precisely what we mean. The firm receives all of its income directly from clients. There is…

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How do I protect my portfolio against inflation?

Mike Salmon 40 under 40

 How do I protect my portfolio against inflation? We pay more than double for most things we buy these days than we did 25 years ago. This loss of purchasing power, otherwise known as inflation, is a reality that investors must deal with prudently. Inflation is a fact of life. Inflation seems to be…

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What does the recent stimulus package include?

  What does the recent stimulus package include? The Taxpayer Certainty and Disaster Tax Relief Act of 2020 (TCDTRA) aka “Coronavirus Stimulus 2.0” passed Congress on December 21, 2020, as part of the 5,000+ page Consolidated Appropriations Act of 2021. It extends and amends various expiring tax provisions and has a number of provisions that…

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Can Social Security be fixed?

Can Social Security be fixed? Despite the fears stoked during an election year, Social Security is not going away. However, there is a need to shore up the system’s finances because according to the latest report from the Social Security and Medicare Boards of Trustees, the trust fund that supports retirement benefits is expected to…

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