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Our Weekly Blog

What Are Estate Taxes? Thumbnail

What Are Estate Taxes?

On the Federal side, under current legislation, most don't need to worry about that as it only applies to those with estates over $12.92 million (or $25.84 million if married) BUT, on January 1, 2026, this amount will revert back to the 2017 amount of $5 million, adjusted for inflation unless the law is changed.

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Which Is Better: Pre-tax Vs. Roth Contributions to Your IRA? Thumbnail

Which Is Better: Pre-tax Vs. Roth Contributions to Your IRA?

Taxpayers may make a tax-deductible contribution to a Traditional IRA if you (and your spouse if you are married) are NOT covered by an employer-sponsored retirement plan. The annual contribution limit in 2023 = $6,500 (or $7,500 if over age 50). Note you cannot contribute more to your IRAs than the income you earn each year.

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