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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. How all 50 states tax retirement income: A comprehensive list ...

    www.aol.com/finance/states-that-tax-retirement...

    But retirees can take a $3,000 retirement income deduction through age 64, and a $10,000 deduction for seniors ages 65 and older. South Carolina also offers a $15,000 income tax deduction to all ...

  4. Retirees 65 and Older Eligible for Extra Standard Deduction ...

    www.aol.com/retirees-65-older-eligible-extra...

    A married couple of two 65+ adults would take a total deduction of $27,700 (standard deduction) plus $1,500 for one 65+ adult plus $1,500 for second 65+ adult — a total of $30,700.

  5. Internal Revenue Code section 212 - Wikipedia

    en.wikipedia.org/wiki/Internal_Revenue_Code...

    Internal Revenue Code § 212 (26 U.S.C. § 212) provides a deduction, for U.S. federal income tax purposes, for expenses incurred in investment activities. Taxpayers are allowed to deduct all the ordinary and necessary expenses paid or incurred during the taxable year-- (1) for the production or collection of income;

  6. CalFile - Wikipedia

    en.wikipedia.org/wiki/CalFile

    CalFile is the current tax preparation program/service of the California Franchise Tax Board (FTB).. ReadyReturn is the former tax preparation program initiated by the FTB as a pilot in 2005, [1] tax returns for the 2004 tax year, based on their 2003 tax data, went out to 51,850 taxpayers receiving a "pre-populated" [2] form based on financial information reported to the FTB by employers and ...

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

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

    While this account usually charges a $6.95 monthly maintenance fee, the fee is waived for seniors ages 65 and older. ... bond investment service that automates the process of building a Treasury ...

  8. 4 Tax Changes Retirees Need To Know - AOL

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  9. Are Your Financial Advisor Fees Tax Deductible? - AOL

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    For premium support please call: 800-290-4726 more ways to reach us