Solutions in Today’s Challenging Retirement Income Environment
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5 Ways to Make The Most of Your Tax Refund
5 Ways to Make The Most of Your Tax Refund
Read MoreThis May Be The Time For A Roth IRA Conversion
This May Be The Time For A Roth IRA Conversion
Read More6 Ways The $2 Trillion Stimulus Package May Help You
In response to the severe economic fallout stemming from the COVID-19 pandemic, a record $2 trillion fiscal stimulus package was enacted at the end of March. The wide-ranging CARES (Coronavirus Aid, Relief and Economic Security) Act is designed to help ease the financial hardships many Americans are facing. You may be wondering what, if any,…
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5 Reasons To Get A Jump On Filing Your Taxes
Filing your income tax return is an easy task to put off until a later time. If you are like most people, you often wait until just before the April 15 deadline to get the job done. This year, considering giving yourself a head start. Here are five ways getting a jump on tax filing…
Read MoreWhat’s new for Social Security in 2020?
With the new year upon us, those who collect Social Security or pay into the public retirement program through payroll deduction will see some changes. The Social Security Administration makes cost-of-living adjustments on an annual basis. Here’s how the changes may impact you: For those receiving retirement benefits If you collect Social Security benefits on…
Read MoreTax-Smart Giving with Qualified Charitable Distributions
Thinking about making a large financial gift to charity? Looking for ways to reduce your taxes? If you’re retired and have IRA assets, the qualified charitable donation (QCD) tax rule might work in your favor. The QCD rule allows IRA owners or those who have inherited an IRA to exempt their required minimum distributions (RMDs)…
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Don’t Make These Mistakes with Managing Your Taxes
If you follow the news, you may be hearing about how recent changes in the tax code may impact how much Americans receive as a tax refund this year. With tax filing season upon us, now is the time to analyze your tax bill. Whether you end up owing money or receiving a refund, here…
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New Tax Laws May Change How You Approach Your 2018 Tax Return
As 2018 winds down, it’s time to think about if and how you may be able to reduce the taxes owed on your next tax return. New tax laws, which generally took effect on January 1 of this year, mean you may need to approach your tax strategy differently than you have in the past.…
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Tax Reform Changes That May Impact Your Small Business
Tax Reform Changes That May Impact Your Small Business
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