Category: Taxation

It’s Tax Time: Tips for Getting Organized

Ask many Americans about their experience with tax time and they are likely to describe lots of paperwork, confusing rules, and late nights on their

May 23, 2022

Following Court Ruling, IRS Clarifies IRA Rollover Rule

In January of this year the U.S. Tax Court ruled that the “once a year” IRA rollover rule applies to all of an individual’s IRAs,

May 19, 2022

I Received an Inheritance. How Is This Money Taxed?

The amount of federal estate tax typically is determined by the amount of assets within the estate and your relationship to the deceased. Spouses and

May 19, 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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