1. Reinvested dividends This isn’t really a tax deduction, but it is a subtraction that can save your clients a lot of money. And it's one that many taxpayers miss. Many clients have mutual fund dividends automatically invested in extra shares, remember that each reinvestment increases their “tax basis” in the stock or mutual fund. That, in turn, reduces the am...
Mortgage interest above $750,000 Homeowners previously were able to write off the interest on mortgages up to $1 million. Under the new tax law, however, th...
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Removal of the age limitation on IRA Contributions. Previously, the starting age for required minimum distributions (RMDs) from retirement plans and tradit...
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The Mortgage. A portion of the mortgage or rent; property taxes; the cost of utilities, repairs, and maintenance; and similar expenses may be deducted. Gene...
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With the SECURE Act being signed into law you should be reaching out to your clients with workarounds to minimize taxes. The Secure Act has been the l...
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Insurance services offered through Secure Investors Group. Advisory services offered through Secure Asset Management, L.L.C., a Registered Investment Advisor. Tax services offered through Secure Tax Services, L.L.C. Mortgage services offered through Secure Mortgage Funding, L.L.C. Securities offered through Aurora Securities, Inc. (ASI) Member: FINRA/SIPC. The aforementioned companies are all affiliated companies and maintain common ownership. They do not offer legal advice or services.
