Anyone who has run a business of any size understands how confusing and, at times, complex the tax code can seem. So deferred tax assets (DTAs) can be challenging. However, understanding them is ...

For example, if you’re married filing jointly ... things you can do to help reduce the tax burden of switching from tax-deferred to tax-free. The goal in this process is to find ways that ...

Upon your passing, the deferred capital gains taxes are effectively canceled out ... Let’s look at a real-life example. A client owned an investment property valued at $3 million with a cost ...

For example, if you’re paying 25% in combined federal and state income taxes, you’d be earning only 2.25% net. With a deferred annuity, if you’re earning 3.0%, you’ll keep it all for ...