APRIL 2023
How To Pay 0% Capital Gains Taxes With A Six-Figure Income In 2023VIA cnbc.com
Planning to sell some investments this year? It’s less likely to affect your 2023 tax bill, experts say. Here’s why: The IRS made dozens of inflation adjustments for 2023, including the long-term capital gains brackets, applying to investments held for more than one year.
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What To Know About Bank Deposits And The FDIC Deposit Insurance FundVIA cbsnews.com
Financial institutions pay quarterly into the Deposit Insurance Fund or “DIF,” and the size of their fees is based on an assessment of the institution’s size and risk profile. The account exists to repay insured depositors when a financial institution fails. How will it work this time?
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529 Plans Get a Boost With Tax-Free Rollovers to Roth IRAsVIA kiplinger.com
Thanks to the SECURE 2.0 Act, you’ll soon be able to roll over funds from your 529 plan into a Roth IRA, as long as certain conditions are met. Here’s what you need to know about the new changes set to go into effect next year.
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Here Are The New 2023 Tax Brackets — And How To Determine YoursVIA Yahoo! Finance
Americans could save on taxes this year because of historically large inflation adjustments set by the IRS. Tax bracket changes could result in a slight decrease in the tax rates for some individuals, but not for others.
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Jason A. Frederico, CFP®, RICP®, CLTC®
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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-684-6400 . Securities products and advisory services offered through PAS, member FINRA, SIPC. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0G14394. 2022-142574 Exp. 9/24
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