IFW Education Center – Tax
-
Navigating the Complexities of Taxes in Retirement
In the previous Tax Report, we explored a recent legislation that mandates…
-
Unlocking Retirement Tax Breaks with Qualified Longevity Annuity Contracts (QLAC)
Attention Americans: Starting this year, you now have the opportunity to use…
-
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…
-
Big Changes To This Year’s Tax Season
This week marks the start of tax season – a time to…
-
What is a Profit-Sharing Plan?
While choosing from the various kinds of retirement plans available, an employer…
-
If You’re a 1099 Employee
Regardless of how you earn income, you will still need proper tax…
-
Your Tax Refund Is Delayed
Tax returns are piling up at the Internal Revenue Service, and millions…
-
How Income Taxes Work
The Internal Revenue Service estimates that taxpayers and businesses spend about 8…
-
Tax Rules When Selling Your Home
If you have recently sold your home, or are considering doing so,…
-
Smart Ways to Spend Your Tax Refund
When tax time rolls around, you are likely waiting for that tax…
-
Keeping Your Estate Plan Updated
During the Pandemic, more people are paying attention to estate planning than…
-
Shining A Light On Your Taxes In Retirement
You’ve spent much time and effort accumulating money for retirement. It is…
-
Important Tax Return Deadlines for 2021 Returns
Here is an overview of deadline dates, return types, dates to receive…
-
The Tax Triangle
This Triangle Will Shape Your Financial Future! Not all investments, retirement…
-
Five Most Overlooked Tax Deductions
Who among us wants to pay the IRS more taxes than we…
-
Tax & Estate Strategies for Married LGBTQ+ Couples
The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for…
-
What Is a 1035 Exchange?
According to the most recent information available, Americans have individual life insurance…
-
Tax Efficiency in Retirement
Will you pay higher taxes in retirement? It’s possible. But that will…
-
The Stages of Financial Life
As we transition through the various stages of life, our financial needs…