
2020 Tax Return, 5 Filing Tips
Whether you're taking a DIY approach to filing your taxes this year or working with a professional, here are 5 filing tips to help make things a little easier.
Whether you're taking a DIY approach to filing your taxes this year or working with a professional, here are 5 filing tips to help make things a little easier.
With tax season officially upon us, make sure to keep these 8 tips in mind when filing - especially if you received financial assistance in 2020 due to COVID-19.
Tax season can be stressful. Keep things simple with this 2020 tax season to-do list.
Every year, the IRS evaluates and typically adjusts certain tax provisions to account for inflation. Below are the IRS's latest adjustments for the 2021 tax-year - including tax brackets and standard deductions.
Mega backdoor Roth IRAs are complicated retirement savings strategies. But for the right person, they could offer a big tax advantage.
Like most Americans, you're probably preparing to file your tax return shortly. Before meeting with your CPA or financial partner, take a look at the income tax brackets for 2020.
During retirement, your wealth needs to last for the rest of your life. Avoid paying more taxes than you need to by keeping these 4 tips in mind throughout the year.
After a tumultuous 2020 election season, inauguration day is almost here. If you are a high-earner, here are 6 challenges that could arise during a Biden administration.
The CARES Act was passed in March 2020, but there's one benefit you may have overlooked. With tax season approaching, keep this important change in mind.
Capital gains taxes apply to more than stocks. And the amount you pay will depend on a variety of factors. Here's how capital gains taxes work and a few methods you can use for reducing them.
72% of Americans have felt financially stressed at some point during 2020. Here are 6 of the most common stress triggers with ways to fix them.
Make your charitable donations count by efficiently planning ahead and preparing for the unexpected.
2020 has been a difficult year to say the least, but 2021 is rapidly approaching. Utilize these 7 financial moves to make the coming year less stressful.
The Social Security Administration announced a 2021 Cost of Living Increase of 1.3% on Oct. 13, 2020. Whether you’re currently working or enjoying retirement, here’s how you may be affected.
You've heard of the SECURE Act - but do you know how it could be affecting your own retirement? We're discussing two big changes and what you need to know now.
According to a recent survey, medical expenses cost young adults $2,000 a year on average - and more than quadruple that by retirement. Should you consider utilizing a HSA or HRA to help offset these costs?