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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. 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;

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

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

    California has one of the highest state income tax rates in the U.S., with nine tax brackets that range from 1% to 14.4% in 2024 and an additional 1.1% payroll tax for those with income of $1 ...

  5. Ask an Advisor: My Advisor Charges a 2% But Doesn't ... - AOL

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    My advisor charges a 2% fee for financial advice. He does not provide tax advice. My portfolio is currently worth around $850,000. Does this fee sound appropriate? – Tim Without knowing the full ...

  6. Tax Cuts and Jobs Act - Wikipedia

    en.wikipedia.org/wiki/Tax_Cuts_and_Jobs_Act

    The miscellaneous itemized deduction, including tax-deductions for tax-preparation fees, investment expenses, union dues, and unreimbursed employee expenses, are eliminated. [ 31 ] Fewer people will pay the Alternative minimum tax because the act increases the exemption level from $84,500 to $109,400 for married taxpayers filing jointly and ...

  7. Are College Tuition and Education Expenses Tax-Deductible?

    www.aol.com/college-tuition-education-expenses...

    How to Claim Tuition Tax Deductions and Credits. To claim your tax credit or deduction on your tax return, you’ll first need to review your numbers on the IRS Form 1098-T sent to you by your ...

  8. What are the benefits of contributing to a 403(b)? - AOL

    www.aol.com/finance/benefits-contributing-403-b...

    Investment options: You can purchase potentially high-return investments such as mutual funds within a Roth 403(b) and enjoy tax-free growth. A 403(b) comes with other benefits as well.

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

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

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    related to: are investment fees deductible for california seniors tax credit