This Financial Guide gives you suggestions that can increase the sales price and reduce the frustrations involved in selling a home. It discusses how to find a good agent, how to make your home more... Read More
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This Financial Guide explains when and to what extent points paid on the purchase of a home or refinancing are deductible. It explains the rules for deducting points and discusses special circumstances and situations. For... Read More
This Financial Guide discusses the home mortgage interest deduction. It explains what tests must be met for interest on a home mortgage to be deductible and discusses the rules that apply in hybrid situations such... Read More
Once you are ready to buy a home, you must be as informed as possible. This guide discusses how much money to save for a down payment, how to work with a real estate agent,... Read More
This Financial Guide gives you a framework for deciding whether leasing a car makes sense for you. It explains the meaning of various lease provisions, as well as the initial, ongoing and final costs of... Read More
Several different types of retirement plan - 401(k), defined benefit, and profit-sharing - can be made to suit a prosperous small business or professional practice. But if yours is a really small business such as... Read More
Roth IRAs differ from other tax-favored retirement plans, including other IRAs (called "traditional IRAs"), in that they promise complete tax exemption on distribution. There are other important differences as well, and many qualifications about their... Read More
If you are thinking of retiring soon, you are about to make a major financial decision: how to take distributions from your retirement plan. This Financial Guide will discuss your various options. And, since the... Read More
When must you start withdrawing the funds in your retirement plans? And what happens if the funds aren't withdrawn before you die? To what extent will your heirs be taxed? The rules are complex but... Read More
In December 2022, 48.6 million retired American workers received an average of $1,825 average monthly benefit in Social Security retirement benefits. Social Security is the major source of income for many elderly, but by 2035,... Read More