Two options are available when paying a lump sum superannuation death benefit to a SIS dependant who is a non-tax dependant, such as an adult child. The sum death benefit can be paid directly from the ...

However, today as in the past, the idea of an exceptional tax on super-profits seems questionable, in terms of principles of law and economics. Let us emphasise from the outset that with the concept ...

Accredited investors can become the landlord of Walmart, Whole Foods or Kroger — and benefit from regular distributions without lifting a finger. Here’s how; Car insurance pre ...

As we approach April 15, let’s discuss the federal taxation of your Social Security benefits. The Social Security Administration estimates that 40% of recipients pay income tax on their benefits.

The transfer balance cap is the limit on the amount of money that can be moved into super’s tax-free retirement phase. It ...

Recently, GOBankingRates reported on the 41 states in America that won’t tax Social Security benefits in 2025. Missouri and Kansas elected to stop taxing Social Security benefits in 2024 ...

Employers who don’t offer retirement planning advice should encourage their older employees, particularly those 60-63, to ...