Yes, it is really true that the sale of inherited assets always results in a long-term capital gain / loss regardless of holding period. This is generally true but, as with all things tax-related, there may be nuances, exceptions, etc. that could apply to your specific circumstances (see caveats and disclosures at bottom – please …
Moving to a new home can be both exciting and stressful. With all the planning and packing involved, it’s easy to forget some essential tasks, such as changing your address. Here’s a useful guide on things you may need to do when you move: Change Your Address with USPS The first thing you should do …
The “SECURE Act 2.0” (known as Securing a Strong Retirement Act) recently passed Congress signed by President Biden on Friday December 29th 2022 as part of the omnibus spending bill. The bill includes 90+ new retirement plan provisions. This bipartisan bill (original bill passed house 414-5 in March 2022)is aimed at helping a wide range …
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