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Steve Owens/ Getty Images Income in respect ... There is no step-up in basis for IRDs. Other common examples of IRD are distributions from tax-deferred qualified retirement plans (such as 401 ...
Enter the 1031 Tax Deferred Exchange ... preserving the “step up in basis” and exchanging equity into passively owned income-producing DST replacement properties. Profit and prosper with ...
Many investors in qualified opportunity zones face a large upcoming tax hit when their QOZ deferral ends. They should consider harvesting stock market losses in advance of it.
A type of deferred lifetime income annuity that meets IRS requirements ... emotions try to steer them off course. Take a breath and step back. Focus on a solid fiscal foundation to stabilize ...
Most of what you get from an MLP isn’t actually taxable income. It’s classified as return of capital, thanks to heavy depreciation and amortization. That means you’re deferring taxes until you sell, ...
Calculating federal tax liability is a multi-step process that starts ... plenty of time to contribute to tax-deferred accounts or reorganize your income to lower your tax bill.