Friday, 5 December, 2025
If you want to sell a high-value property and roll the proceeds into multiple new homes (one to live in, one or more as rentals), there are two different tax regimes at play: Section 121 (home-sale exclusion) for your principal residence (up to $500,000 of gain excluded if married filing […]
For many planning retirement, choosing a state that minimizes or eliminates taxes on key retirement income sources can be as important as selecting the right community. Whether you’re drawing from capital gains, 401(k)/IRA/TSP distributions, pension benefits, or Social Security, understanding how your state of residence treats these income streams is […]