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  2. Are financial advisor fees tax deductible? - AOL

    www.aol.com/finance/financial-advisor-fees-tax...

    The Tax Cuts and Jobs Act (TCJA) of 2017 put an end to the deductibility of financial advisor fees, as well as a number of other itemized deductions. As of January 2018, these fees no longer ...

  3. Mortgages for seniors: Getting a home loan in retirement - AOL

    www.aol.com/finance/mortgages-seniors-getting...

    Loan type. Minimum credit score. Conventional loans. 620. FHA loans. 580 with 3.5% down payment, 500 with 10% down payment. VA loans. No minimum requirement, but generally 620

  4. Income tax in the United States - Wikipedia

    en.wikipedia.org/wiki/Income_tax_in_the_United...

    Citizens and individuals with U.S. tax residence may deduct a flat amount as a standard deduction. This was $12,550 for single individuals and $25,100 for married individuals filing a joint return for 2021.

  5. Home equity loan - Wikipedia

    en.wikipedia.org/wiki/Home_equity_loan

    In the United States until December 31, 2017, it was possible to deduct home equity loan interest on one's personal income taxes. As part of the 2018 Tax Reform bill [2] signed into law, interest on home equity loans will no longer be deductible on income taxes in the United States. There is a specific difference between a home equity loan and ...

  6. Reverse mortgage - Wikipedia

    en.wikipedia.org/wiki/Reverse_mortgage

    The cost of the FHA mortgage insurance is a one-time fee of 2% of the appraised value of the home, and an annual fee of 0.5% of the outstanding loan balance. [ 20 ] According to a 2015 article in the Journal of Urban Economics , about 12% of the United States HECM reverse mortgage borrowers defaulted on "their property taxes or homeowners ...

  7. 7 best banks for seniors and retirees in December 2024: Ring ...

    www.aol.com/finance/best-bank-accounts-for...

    The eChecking account also features a $0 monthly maintenance fee. CIT Bank is a division of First Citizens Bank, one of the largest banks in the U.S., giving it the financial stability I like ...

  8. Taxation in California - Wikipedia

    en.wikipedia.org/wiki/Taxation_in_California

    There is an additional 1% tax (the California Mental Health Services Act tax) if your taxable income is more than $1,000,000, which results in a top income tax rate of 13.3% in California which is the highest statewide income tax rate in the United States. [42] The standard deduction is $4,601 for 2020. [43]

  9. Is credit card interest tax-deductible? - AOL

    www.aol.com/finance/credit-card-interest-tax...

    Interest on student loans, mortgages, home equity loans, and business expenses are still tax-deductible. Transferring a credit card balance to a card with a 0% promotional rate can help lower ...