Sep 19, 2024
If you are selling a highly appreciated asset, the capital gains tax bill can be significant. In some states, combined federal and state capital gains taxes can reach as high as 33%, meaning that when you sell an asset, you can owe a third of your profit to Uncle Sam....
Sep 19, 2024
By Jessica Lanning, JD, CFP® You saved for college in a 529 plan. Your kid got into a college or university. You did all the right things. Hooray! Now what? When it comes to saving for education, a 529 plan is a powerful tool. Yet, understanding how to fully utilize...
Sep 16, 2024
Jim Sheils a seasoned real estate investor with over 22 years of experience and a portfolio of 2,000+ acquisitions and rehabs. From California to Florida, Jim’s expertise has driven success in bulk foreclosure acquisitions and pioneering the “Build To...
Sep 13, 2024
Phil Stringer, the visionary founder of The AI Academy, a global leader in artificial intelligence education and innovation. With a background rooted in computer science and a passion for technology, Phil has dedicated his career to democratizing access to AI...
Sep 6, 2024
Meet DJ McClure, Vice President of Business Development at NFE. With over a decade of account management and marketing experience, DJ specializes in strategic growth and management of nationwide partnerships. His expertise lies in consulting with clients, finding...
Sep 3, 2024
Particularly if you’ve owned your home for a long time, your primary residence might be your most profitable asset. While there have been periods of ups and downs over the last 20 years, median home prices in the United States have increased by 240%. If you are...
Deferred Sales Trust Company > Blog > Page 55
