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capital gains

Coni Rathbone
Aug 19, 2025

Qualified Opportunity Zones 2.0: Permanence, incentives and more

QOZ 2.0 introduces a more flexible approach: Capital gains tax is due five years after the investment date, regardless of when it occurs.

Dave Mello
Aug 1, 2025

Understanding the impact of taxes on retirement income

One of the biggest misunderstandings is that Social Security benefits are always tax-free.