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Auto Loan Documentation Checklist | Bankrate
Key takeaways Financial and personal documentation provides lenders with the assurance and confidence you will…
Do I Lose Home Equity After Refinancing?
Key Takeaways Refinancing doesn’t necessarily mean losing home equity, but it can. With a rate-and-term…
Puerto Rico Tax Benefits for Americans: What to Know
As a U.S. territory, Puerto Rico can offer tax incentives not available on the mainland.…
I Inherited My Husband’s 401(k) With $615k. How Do Handle This Money to Reduce Taxes?
Inheriting a retirement account can be complicated.With a retirement account that you opened, you’re referred…
Form 8283: How to File for Noncash Charitable Contributions
When you donate noncash items—such as artwork, vehicles, clothing or other property to a qualified…
I’m a 51 Year Old Divorced Dad. I Have $780k in My 401(k) and Contribute the Maximum. Can I Retire in 10 Years?
Dependents can change everything.When it’s just you, or you and a partner, you have more…
Form 8396: How to Claim Mortgage Interest Credit
Form 8396 is used to claim the mortgage interest credit. This is a nonrefundable federal…
Can Rental Income Affect Your Social Security Benefits?
Social Security benefits provide essential income for millions of Americans. However, there can be a…
Section 83(b) Election for Stock Options: Deadline, Examples
An 83(b) election lets individuals who receive restricted stock or stock options pay taxes on…
Is $400,000 Enough to Retire at 65?
Whether $400,000 is enough to retire at 65 depends on your expenses, other income sources…
Standard Mileage Deduction: Requirements, Rate and Examples
If you use your personal vehicle for business or other specific needs, you may be…
How Much Money Is Needed to Retire at Age 60?
If you plan to retire at 60, you’ll need a clear picture of your future…
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