Covenant U - Investment Resources

Tax

Tax-Free IRA Withdrawals

Tax-Free IRA Withdrawals

Typically, you get a tax deduction when you put money in an IRA (individual retirement account).  It grows tax-deferred and when you withdraw those dollars, they are taxed.  However, there are certain scenarios where those withdrawals are not taxed.  Karl Eggerss explains on CBS.

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12 Tax Scams You Need To Know About

12 Tax Scams You Need To Know About

On this week’s podcast, Karl discusses the IRS’s dirty dozen tax scams that they just released as a public service announcement and a warning. Karl explains.

Plus, Karl discusses which company is now the first $2 trillion company. And, is the market really at all-time highs?

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Big Tax Changes Coming? Creative Planning Ideas

On this week’s show, Karl welcomes guest John Eadie, founder and CEO of Covenant.  John discusses the Joe Biden tax proposal. In addition, John gives listeners several planning tips and techniques to help reduce potential tax liability.

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Big Tax Changes Coming? Creative Planning Ideas

Big Tax Changes Coming? Creative Planning Ideas

On this week’s show, Karl welcomes guest John Eadie, founder and CEO of Covenant. John discusses the Joe Biden tax proposal. In addition, John gives listeners several planning tips and techniques to help reduce potential tax liability.

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A 90-Day Tax Payment Holiday

It was announced on March 17, 2020, that The Treasury Department is pushing back the April 15 deadline to pay taxes owed related to the 2019 tax year until July 15. It’s important to note, the deadline to file and extend returns is still April 15th.  In regard to tax...

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