The CBD Blog

Find peer advice, partner insights, and industry updates – all here in the CBD blog, ‘At The Helm’! With contributions from our entire team, we blog about the things that interest you.

3 Taxes People Love to Hate

Nobody likes paying money to the IRS, but some federal tax levies are harder for people to swallow than others. Which tax assessment is your least favorite? See how your preferences compare to our informal survey of most-hated taxes. With advance planning, you may be able to minimize or even eliminate these tax issues.

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FAQs about Social Security Retirement Benefits

Applying for Social Security retirement benefits is a rite of passage. But many seniors are uncertain about their options, including when to start collecting benefits, how to apply, who qualifies for survivors benefits and whether benefits will be subject to income tax. Here are the answers to some common questions, along with insight into the long-term viability of the Social Security system.

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FAQs about Social Security Retirement Benefits

Applying for Social Security retirement benefits is a rite of passage. But many seniors are uncertain about their options, including when to start collecting benefits, how to apply, who qualifies for survivors benefits and whether benefits will be subject to income tax. Here are the answers to some common questions, along with insight into the long-term viability of the Social Security system.

Read on CBD Spotlight >

New IRS Guidance for Designated Roth Accounts

The IRS recently published amended final regulations that will allow designated Roth account owners to tailor the tax results from their distributions. This gives owners of the accounts greater flexibility in personal tax planning. Here are the details, including an example of how the new guidance can lower taxes on distributions from designated Roth accounts.

Read on CBD Spotlight >

New IRS Guidance for Designated Roth Accounts

The IRS recently published amended final regulations that will allow designated Roth account owners to tailor the tax results from their distributions. This gives owners of the accounts greater flexibility in personal tax planning. Here are the details, including an example of how the new guidance can lower taxes on distributions from designated Roth accounts.

Read on CBD Spotlight >

The Financial Rewards of Buying a Condo for Your Kid’s College Housing

If you have a kid in college, living expenses can be significant. One way to save money is to invest in an on-campus condominium for him or her and any roommates to reside in. As an added bonus, you may be able to sell the condo for a gain after graduation. Here are the details on the federal tax rules on rental properties for college kids and advice on how to avoid potential pitfalls.

Read on CBD Spotlight >

The Financial Rewards of Buying a Condo for Your Kid’s College Housing

If you have a kid in college, living expenses can be significant. One way to save money is to invest in an on-campus condominium for him or her and any roommates to reside in. As an added bonus, you may be able to sell the condo for a gain after graduation. Here are the details on the federal tax rules on rental properties for college kids and advice on how to avoid potential pitfalls.

Read on CBD Spotlight >