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Posts — Category: Tax Planning
Catch-Up Contributions in IRAs: An Opportunity for Seniors to Boost Retirement Saving
As the golden years approach, are you confident that your retirement savings will be enough to live comfortably and maintain your lifestyle? If not, catch-up contributions in retirement plans might
Jul, 24 2023
How to Minimize Your Tax Liability in Retirement and Spend on What Matters
Finally! Retirement time is almost here. It is a time to relax and enjoy the fruits of your labor, but… wait. Taxes. Yes, you know that they can take a
Jul, 14 2023
Big Changes To This Year’s Tax Season
This week marks the start of tax season – a time to leave behind difficult times and get into gear with an improved IRS customer service and a smoother filing
Jan, 25 2023
Jun, 21 2022
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How Income Taxes Work
The Internal Revenue Service estimates that taxpayers and businesses spend about 8 billion hours a year complying with tax-filing requirements. To put this into perspective, if all this work were
Jan, 12 2022
Smart Ways to Spend Your Tax Refund
When tax time rolls around, you are likely waiting for that tax refund to come in, or maybe you already received it. Chances are it is a good chunk of
Dec, 20 2021
Types of IRA’s and How They Work
What are My IRA Options? Retirement planning is far from simple. Sometimes, it feels like you are speaking a different language from everyone else. From words like 401k and 403b to
Dec, 10 2021
Shining A Light On Your Taxes In Retirement
You’ve spent much time and effort accumulating money for retirement. It is critical to understand how taxes might affect what portion of that money you actually keep. Here are six
Dec, 09 2021