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  2. 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;

  3. 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 ...

  4. 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 ...

  5. Individual retirement account - Wikipedia

    en.wikipedia.org/wiki/Individual_retirement_account

    Any borrowing in excess of 60 days in a calendar year disqualifies the IRA from special tax treatment. An IRA may incur debt or borrow money secured by its assets, but the IRA owner may not guarantee or secure the loan personally. An example of this is a real estate purchase within a self-directed IRA along with a non-recourse mortgage.

  6. 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 ...

  7. Home equity loan - Wikipedia

    en.wikipedia.org/wiki/Home_equity_loan

    Home equity loan can be used as a person's main mortgage in place of a traditional mortgage. However, one cannot purchase a home using a home equity loan, one can only use a home equity loan to refinance. In the United States until December 31, 2017, it was possible to deduct home equity loan interest on one's personal income taxes.

  8. Original issue discount - Wikipedia

    en.wikipedia.org/wiki/Original_issue_discount

    In effect, selling a bond at a discount converts stated principal into a return on investment, or interest. The accurate determination of principal and interest is necessary in United States tax law to determine the basis of property and to determine whether an amount paid is deductible and includible as interest, or simply a nontaxable debt ...

  9. Personal loan origination fees and other fees to watch out for

    www.aol.com/finance/personal-loan-origination...

    Like every personal loan fee, origination fees will vary by lender. ... Lenders 2 and 3 deduct an origination fee from your loan balance. Lender 1. Lender 2. Lender 3. Origination fee. None. 5%. 5%.