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February 11, 2026 0 Comments

The simple answer to this question is “yes.” There are two main types: (1) municipal bonds and municipal

February 11, 2026 0 Comments

If you receive a distribution from a qualified retirement plan such as a 401(k), you need to consider

February 11, 2026 0 Comments

Tax reform measures are enacted frequently by Congress, which makes it hard for U.S. taxpayers to know which

February 11, 2026 0 Comments

“Tax deferral” is a method of postponing the payment of income tax on currently earned investment income until

February 11, 2026 0 Comments

Withdrawing taxable funds from a tax-deferred retirement account before age 59½ generally triggers a 10% federal tax penalty, on

February 11, 2026 0 Comments

Traditional IRAs and most employer-sponsored retirement plans are tax-deferred accounts, which means they are typically funded with pre-tax

February 11, 2026 0 Comments

A required minimum distribution (RMD) is the annual amount that generally must be withdrawn from a traditional IRA

February 11, 2026 0 Comments

IRAs and employer-sponsored retirement plans are subject to annual contribution limits set by the federal government. The limits

February 11, 2026 0 Comments

The federal gift tax applies to gifts of property or money while the donor is living. The federal

February 11, 2026 0 Comments

The estate tax is a tax on property that transfers to others upon your death. Estate taxes are

Mutual of Omaha and its representatives do not provide tax or legal advice. Consult a qualified professional regarding your particular situation.
Securities and advisory offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. SAK Associates, Inc. and Mutual of Omaha Investor Services, Inc. are not affiliated.
This is not an offer or solicitation in any jurisdiction where our Registered Representatives and Agents are not authorized to do business. The information presented on this website is intended for educational purposes only and is not intended to replace the advice of an attorney or qualified tax professional.