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  • Taking (tax) advantage of your home

    Winter 2015
    Newsletter: Business Matters

    Price: $225.00, Subscriber Price: $157.50

    Word count: 382

    Abstract: In addition to helping build wealth, owning a home provides valuable tax breaks. Knowing about potential tax savings associated with homeownership is the best way to get the most out of this major investment. This article describes tax breaks associated with home upgrades, home equity indebtedness and selling.

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  • Use a stretch IRA to go the distance

    Fall 2014
    Newsletter: Business Matters

    Price: $225.00, Subscriber Price: $157.50

    Word count: 382

    Abstract: People who don’t need their retirement accounts for retirement might want to tax-efficiently pass wealth to their heirs through a stretch IRA. This article explains that a regular or Roth IRA can be turned into a stretch IRA by designating a beneficiary who is significantly younger, so that funds have more time to grow tax-deferred. To keep the recipient from opting for a lump-sum distribution, which would erase any potential stretch IRA benefits, it’s possible to name a trust as beneficiary.

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  • Newsbits – Small charities get health care insurance tax credit

    Summer 2010
    Newsletter: Profitable Solutions for Nonprofits

    Price: $225.00, Subscriber Price: $157.50

    Word count: 382

    Abstract: This issue’s “Newsbits” discusses how small charities can get the new health insurance tax credit; audit committee trends; and increased scrutiny of employers who misclassify their workers as independent contractors when their job duties are actually those of an employee.

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  • Plan fees: Who pays what?

    April / May 2008
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 382

    Abstract: Plan sponsors have a fiduciary duty to monitor the fees charged within the plan, including those charged directly — or indirectly — to participants. ERISA requires only that the plan expenses be reasonable and proper. It’s up to the plan sponsor (fiduciary) to determine whether the employer or the participants will pay any given fee. This brief article discusses when the employer or the participants normally pay the cost of a specific fee.

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