Category: Tax Planning

New Medicare Taxes in 2013

New Medicare Taxes in 2013
As part of the Health Care Reform Act of 2009, there are a few tax increases that some families/individuals will incur. For people married filing joint, the additional taxes will apply to the extent that … Continue reading

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State of GA Retirement Income Exclusion

Up until 2010, taxpayers under 62 could exclude up to $35,000 of retirement income from their taxable income. Retirement income is defined as income that you would earn from capital gains, pensions, annuities, etc. It’s income you earn … Continue reading

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Protecting Gains from Taxes

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Roth Conversions

Roth IRAs for High-income Families
Roth IRAs are probably one of the most powerful financial planning tools available. One of the main benefits is that it enables after-tax dollars to grow tax free and it allows distributions to be tax … Continue reading

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