4 Strategies Retirees Can Use to Avoid the OAS Clawback
Did you know your OAS pension payments could be subject to a recovery tax? Here's what Canada's retirees need to know about the OAS Clawback, plus 4 strategies to help avoid it.
You're Biased Toward Your Own Money. Here's What We Can Do About It
No one's unbiased when it comes to managing or investing their own money. Here's what you need to know about your own behavioral bias, and how we can help overcome it together.
Survey Says: 80% of Americans Lack Retirement Planning Knowledge. Here's What to Start Doing Differently Right Now
You know you need to start preparing now for a peaceful retirement, but sometimes it's hard to know where to start. If you're uncertain about your next steps, here are 6 things to start doing differently right now.
Should You Be Utilizing Donor-Advised Funds in 2021? These 4 Tax Benefits May Help Make Up Your Mind
A donor-advised fund can help you maximize your charitable deductions for the year. But did you know it also comes with additional tax benefits? Read on to learn more.
What You Need to Know About The IRS 2021 Tax Filing Extension
The IRS has extended the tax filing season for a second time since the start of the COVID-19 pandemic. Here's what those who have yet to file their tax return need to know.
The American Rescue Plan Act Has Passed: Here's an Overview of the $1.9 Trillion Stimulus Plan
Congress has officially passed a $1.9 trillion stimulus package. Here's an overview for business owners, families and individuals impacted by COVID-19.
A Federal Wealth Tax Has Been Introduced in the Senate. Here's What Affluent Families Need to Know
On March 1, the Ultra-Millionaire Tax Act was introduced. If passed, certain affluent families could see their tax obligation increase.
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.
Start of Tax Season. Here Are 8 Steps to Take Before You File
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.
Your 2021 Tax Filing Season To-Do List
Tax season can be stressful. Keep things simple with this 2020 tax season to-do list.
What's My 2021 Tax Bracket
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.
Trying to Supersize Your Retirement Savings? A Mega Backdoor Roth IRA Conversation Could Come in Handy
Mega backdoor Roth IRAs are complicated retirement savings strategies. But for the right person, they could offer a big tax advantage.
Whether COVID-19 Affected Your Financial Standings or Not, It's Important to Know: What Is My Tax Bracket for the 2020 Tax Year?
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.
4 Tax Tips Every Retiree Can Use Throughout 2021
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.
Inauguration Day Is Coming: What Financial Challenges Could High Earners Face During the Biden Administration?
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.
If You Donate to Charity in 2020 Be Aware of The CARES Act Tax Benefits
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.