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  2. Flexible spending account - Wikipedia

    en.wikipedia.org/wiki/Flexible_spending_account

    Also, the annual contribution amount must remain the same throughout the year unless certain qualifying events occur, such as the birth of a child or death of a spouse. [citation needed] Effective 2013 plan years, employers may amend their plan documents to allow participants to carry over up to $500 of unused amounts to the following plan year ...

  3. Capital allowance - Wikipedia

    en.wikipedia.org/wiki/Capital_allowance

    The main types of capital allowance are: annual investment allowance (AIA) introduced from 1 April 2008 [22] first year allowance (FYA) writing down allowance (WDA). balancing allowance (BA). AIA is claimed for plant and machinery, with some exceptions such as for cars.

  4. Capital gains tax in the United States - Wikipedia

    en.wikipedia.org/wiki/Capital_gains_tax_in_the...

    Corporations with net losses of any size can re-file their tax forms for the previous three years and use the losses to offset gains reported in those years. This results in a refund of capital gains taxes paid previously. After the carryback, a corporation can carry any unused portion of the loss forward for five years to offset future gains. [10]

  5. Here Are Two Major Social Security Changes Retirees Need to ...

    www.aol.com/two-major-social-security-changes...

    Image source: Getty Images. 1. Monthly benefits will be higher in 2025. The most notable change to Social Security benefits in 2025 should be good news.

  6. How retirement savings will change in 2025 [Video] - AOL

    www.aol.com/finance/retirement-savings-change...

    For 2025, you’ll be able to increase your annual contribution to your 401(k), 403(b), governmental 457 plans, and the federal government's Thrift Savings Plan to $23,500, up from $23,000.

  7. Social Security Fairness Act could restore benefits, but ...

    www.aol.com/social-security-fairness-act-could...

    "In essence, this money has been stolen from all of us for all these years," said an 84-year-old woman whose late husband's Social Security benefits were slashed. "It's not fair."

  8. Alternative minimum tax - Wikipedia

    en.wikipedia.org/wiki/Alternative_minimum_tax

    Each year, high-income taxpayers must calculate and then pay the greater of an alternative minimum tax (AMT) or regular tax. [9] The alternative minimum taxable income (AMTI) is calculated by taking the taxpayer's regular income and adding on disallowed credits and deductions such as the bargain element from incentive stock options, state and local tax deduction, foreign tax credits, and ...

  9. Is Your Child's Allowance Undermining Your Retirement? - AOL

    www.aol.com/news/2014-03-04-children-allowance...

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