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401(k) Withdrawal Rules Can be Tricky
Published September 16, 2011
You lose the separation-from-service exception to avoid a tax penalty if you roll over funds to an IRA.
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Tips to Sell Your Home
Published August 02, 2011
One maneuver could help you avoid tax on forgiven debt if you don't own assets with value.
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Tips for Dealing With IRA Taxes
Published July 29, 2011
After losing a job, a tax bill for your IRA conversion is the last thing you need.
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Using Retirement Funds to Pay off Mortgage
Published July 26, 2011
Although you're more than 59� years old, you still have to pay income tax on an IRA withdrawal.
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How to Account for Business Loss
Published July 22, 2011
If you use the cash-basis method of accounting, you can't incur a loss for an uncollected account.
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Deducting Travel and Entertainment Expenses
Published July 19, 2011
You can treat tickets as either a gift or entertainment, whichever is to your advantage.
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Dealing With Travel Expenses
Published July 19, 2011
You can treat tickets as either a gift or entertainment, whichever is to your advantage.
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Dealing With Foriegn Real-Estate Taxes
Published July 15, 2011
You can't double dip, but you also don't want to be double taxed on your Canadian rental unit.
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Can You Write Off a Loss in a 529 Plan?
Published June 21, 2011
When it comes to 529 plans, you can only take a loss when all the funds in that account have been distributed.
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Capital Gains Treatment of Warrants
Published May 31, 2011
With warrants, your holding period starts the day you exercise your right to acquire the stock.

