Article, Taxes
Trustee Withdrawing Money from a Trust Account: Is it allowed?
Table of ContentsCan a Trustee Withdraw Money from a Trust Account?Understanding Trusts and TrusteesWhat is a Trust?
Article, Taxes
Should You Add Your Child to Your Property Deed?
Table of ContentsShould You Add Your Child to Your Property Deed?Understanding Gift Tax ImplicationsExposure to Creditors and...
What is a 529 Plan?
What is a 529 Plan? The pursuit of higher education can be a daunting financial challenge for many families. However, 529...
Retirement Planning, Article, Taxes
A Plan for Retirees with Multiple Income Streams
Tax Planning for Retirees with Multiple Income Streams As you approach the golden years, ensuring a comfortable and financially stable retirement...
Retirement Planning, Post Retirement Tips, Article, Taxes
Selling Your Home in Retirement and Taxes: Learn More
Tax Implications of Selling Your Home in Retirement Retiring from the workforce can be an exciting and well-deserved transition, but it...
Article, Taxes, Financial Planning
Is 529 Withdrawals Taxable?
Is 529 Withdrawals Taxable? As you and your child have been diligently saving for college through a 529 savings account over...
Article, Taxes
Navigate the Tax Implications of a Career Change
Table of ContentsNavigating the Tax Implications of a Career ChangeUpdating Your Tax WithholdingsMaximizing Deductions and Tax Credits
Retirement Planning, Article, Taxes
Manage Taxes on Investment Income in Retirement
Table of ContentsManaging Taxes on Investment Income in RetirementUnderstanding Underpayment PenaltiesNavigating Estimated Tax PaymentsManaging Investment Income...
Article, Taxes
What is Medicare Tax
What is Medicare Tax Medicare is a crucial healthcare program in the United States, providing coverage for millions of individuals, particularly...
Article, Taxes, Bookkeeping
Master Cash Flow Management: Optimize Your Business Finances
Mastering Cash Flow Management: Optimizing Your Business Finances Maintaining a healthy cash flow is the lifeblood of any successful business. It’s...
Financial planning and Investment advisory services offered through Diversified, LLC. Diversified is a registered investment adviser, and the registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. A copy of Diversified’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Diversified, LLC does not provide tax advice and should not be relied upon for purposes of filing taxes, estimating tax liabilities or avoiding any tax or penalty imposed by law. The information provided by Diversified, LLC should not be a substitute for consulting a qualified tax advisor, accountant, or other professional concerning the application of tax law or an individual tax situation. Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.