“I have $800,000 split across two 401(k) plans and a $69,000 lump-sum pension.”
Taxes
-
-
Buying a home isn’t just about the purchase price; you’ll also need to budget for ongoing costs like property taxes. These taxes can vary widely depending on where you live.…
-
As I inch closer to death, I find myself thinking more about estate tax planning and the potentially massive tax bill my family might face if we’re extremely lucky. To…
-
Tax breaks in the megabill, like no taxes on tips and overtime, only apply to people at certain income levels.
-
Transfer taxes are one-time fees that can add thousands to a real estate deal, depending on your location. Whether you’re purchasing a brownstone in Brooklyn, NY, or selling a ranch-style…
-
Dear Liz: My husband and I built a home on a hillside over 30 years ago in a desirable neighborhood with a beautiful view. We thought it would be our…
-
With the end of both the tax season and the federal election around the corner, many Canadians may be wondering what the election means for their taxes. Both the Liberals…
-
Let’s pretend you want to buy a car for $50,000, but you only have savings of $20,000, so you will need to finance the other $30,000. Now, let’s assume the…
-
Investment
Understanding US Withholding Taxes for Non-US Persons with Very Experienced Interactive Brokers CPA (for Singaporean Investors)
I attended a Webinar hosted by Interactive Brokers on Wednesday/Thursday morning. I cannot remember that well because it takes place at 12 midnight Singapore time and lasted around 1.5 hours.…
-
Breadcrumb Trail Links Personal Finance Taxes Jamie Golombek: Tax Court case illustrates the importance of tracking every tax slip Published Mar 14, 2025 • Last updated 1 day ago • 5…