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EagleStone Tax & Wealth Newsletter – September 2019
Growth and value are opposite investment styles that tend to perform differently under different market conditions.
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EagleStone Tax & Wealth Newsletter – July 2019
Estimated tax is used to pay both income tax and self-employment tax, as well as other taxes reported on your income tax return.
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EagleStone Tax & Wealth Newsletter – June 2019
Review a summary of your portfolio's total return (minus all fees) and compare the performance of each asset class against a relevant benchmark...
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EagleStone Tax & Wealth Newsletter – May 2019
High stock prices also provided plenty of equity for deals involving the exchange of stock, while relatively-low borrowing costs made it possible to finance acquisitions...
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EagleStone Tax & Wealth Newsletter – April 2019
About 10% of the approximately 62 million Social Security beneficiaries in December 2017 were receiving survivor benefits.
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EagleStone Tax & Wealth Newsletter – March 2019
The filing deadline for most individuals is Monday, April 15, 2019....
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EagleStone Tax & Wealth Newsletter – February 2019
An HSA is a tax-advantaged account that's paired with a high-deductible health plan (HDHP). You can't establish or contribute to an HSA unless you are enrolled in an HDHP...
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EagleStone Tax & Wealth Newsletter – January 2019
The combined annual limit on contributions to traditional and Roth IRAs increased to $6,000 in 2019 (up from $5,500 in 2018), with individuals age 50 and older able to contribute an additional $1,000...
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EagleStone Tax & Wealth Newsletter – December 2018
With 401(k) plans or IRAs where the value is clear, trading the account balance for other marital assets is generally straightforward.
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EagleStone Tax & Wealth Newsletter – November 2018
The S&P Information Technology sector index posted a 13.19% total return from January through July 2018, compared with 6.47% for the broader S&P 500 index...
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