Things are changing in the New Year! Gift Tax Exclusion The annual exclusion for gifts increases to $18,000 for calendar year 2024, up from $17,000 for calendar year 2023. Estate Tax Exclusion The est
The Importance of Tax Planning and Investments
Navigating the financial landscape can be complex. However, two key aspects of any sound financial plan are tax planning and investments. Effective tax planning can significantly reduce your tax liabi
The 1031 Exchange: Tax-Deferred Investing for Property Owners
Do you have an investment property? Do you wish you could find a way to sell it but not get stuck with the huge capital gains tax bite? Then look no further than the 1031 exchange! If you you like to defer the tax on your investment property then contact New Century Investments advisors to explore your options for a 1031 Exchange today! A Qualified Intermediary can help you today!
I’m Never Too Busy to Help Someone You Care About
I’m Never Too Busy to Help Someone You Care About Do you ever feel like that circus act where you have to keep a bunch of plates spinning at the top of tall sticks? I get it. Sometimes it can feel lik
Market Perspectives & Taxes. A Common Myth about Cash
Market Perspectives & Taxes. And A Common Myth about Cash As we approach the end of the calendar year, the time for last-minute 2021 tax planning is here. Here are 4 ideas for saving on tax
The Best Place to Save for Long-Term Care Expenses
The Best Place to Save for Long-Term Care Expenses Counterintuitively, vehicles offering tax-free withdrawals aren’t always the best for long-term-care savings. Article by Christine Benz The average t
2019 Year-End Tax Planning Strategies
2019 Year-End Tax Planning Strategies TAX PLANNING STRATEGIES FOR INDIVIDUALS Know your tax rate. This is essential. Knowing your tax rate allows you to plan to take full advantage of a given t