HSAs and Taxes: How to Handle Transfers and Rollovers
Tax Facts experts explain the details and pitfalls of health savings accounts.
Tax Shelters and Abusive Tax Shelters: What Are They?
Tax facts experts look at tax shelters and abusive tax shelters.
The Taxation of Life Insurance Policy Loans
The Tax Facts experts sift through the complexities of loans on life insurance polices.
How IRA and Roth IRA Distributions Are Taxed
The Tax Facts experts peer into the world of IRAs and how the IRS taxes them.
Avoiding the Generation-Skipping Transfer Tax on Life Insurance Proceeds
The Tax Facts experts answer questions about the generation-skipping transfer tax on payments of the proceeds of life insurance and annuity contracts.
Taxes and Life Insurance: Accelerated Death Benefits
Tax Facts experts answer questions about income tax treatment of an accelerated death benefit payment from a life insurance contract.
Taxation of Qualified Tuition Programs: 529 Plans
Tax Facts experts jump into the world of colleges plans and what the tax implications are.
How Are LTC Insurance Premiums and Benefits Taxed?
Tax Facts experts explain whether costs of LTCI are deductible and whether the benefits are taxable.
How the Social Security Tax Is Altered by Employee Benefits
The Tax Facts Online experts discuss how the Social Security payroll tax is affected by employee benefits, like term life insurance and deferred compensation.
The Additional Medicare Tax: What Advisors Need to Know
The Tax Facts Online experts clear up confusion over the investment income tax and the additional Medicare tax, and who must pay it.