Blog Category
Tax Topics For Individuals
Watch Out for These Planning Mistakes
Retirement planning is a formidable task. First, you have to accumulate sufficient funds for retirement. Then, you need to make withdrawals…
Deciding on a Withdrawal Rate
It's probably one of the most important decisions you'll make when you retire — how much to withdraw annually from your…
How Roth IRA Withdrawals Are Taxed
You may think that all withdrawals from Roth IRAs are federal-income-tax-free. Unfortunately, that's not true. Some…
The Half Million Dollar Baby
Answer These Questions Honestly
Trying to determine whether all your finances are in shape? Answer these questions honestly to determine places where you may need to…
Prenuptial Agreements as an Estate Planning Tool
Prenuptial agreements and domestic law vary from one state to another but nearly every state has laws that prevent one spouse from…
Tax Alert on Real Estate Sales by Foreigners
The IRS recently issued a two-part warning concerning certain real estate transactions. The warning focuses on the tax law provisions…
Understanding Taxes Owed on Traditional IRA Withdrawals
If you own one or more traditional IRAs, you will probably take some withdrawals sooner or later. These withdrawals are "taxable," but what…
Dividing Assets, and Tax Bills, in Divorce
When a divorce happens, there are often major financial consequences and some important tax issues too. Here are the tax rules that…
Get to Know Section 529 Plans
Section 529 plans include both prepaid tuition programs and school savings plans. While prepaid tuition programs have been around…
Disclaimer: The information contained in Dulin, Ward & DeWald’s blog is provided for general educational purposes only and should not be construed as financial or legal advice on any subject matter. Before taking any action based on this information, we strongly encourage you to consult competent legal, accounting or other professional advice about your specific situation. Questions on blog posts may be submitted to your DWD representative.