Category: Taxation

Is a Variable Annuity Right for Me?

For the casual observer, it sometimes seems that variable annuities are either “terrible” or “wonderful.”Commentators in the financial media seem to occupy a polarity of

May 24, 2022

Revising Estate Strategy Assumptions

When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an uncertain roller

May 24, 2022

Red Flags for Tax Auditors

No one wants to see an Internal Revenue Service (IRS) auditor show up at his or her door. The IRS can’t audit every American’s tax

May 24, 2022

Donating Art: Taxation Abstraction

The varied reasons to donate art range from a personal affinity for a museum, the desire to create a legacy, and the tax consideration that

May 24, 2022

Tax Deductions You Won’t Believe

While Americans are entitled to take every legitimate deduction to manage their taxes, the Internal Revenue Service (IRS) places limits on your creativity. Here are

May 23, 2022

How Well Do You Know Your 401(k)?

Understanding your investment options is essential when building a portfolio that matches your risk tolerance and time horizon. The old saying “knowledge is power” applies to

May 23, 2022

Changing Jobs or Retiring? Don’t Forget Your Retirement Savings!

Your retirement savings plan offers you several choices when you decide to change jobs or when you retire. This report explains some of the options

May 23, 2022

Charitable Giving Opportunities for Affluent Investors

Affluent investors who are charitably inclined may have specific philanthropic and estate planning goals in mind, but may not be familiar with the many vehicles

May 23, 2022

What Is a Stretch IRA?

A stretch IRA is a traditional IRA that passes from the account owner to a younger beneficiary at the time of the account owner’s death.

May 23, 2022

How Do I Know If My IRA Contributions Are Tax Deductible?

Contributions to a traditional IRA are tax deductible if you don’t already participate in an employer-sponsored retirement plan. For 2015, the maximum you can contribute

May 23, 2022

rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
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