IFW Education Center – Tax

In the midst of economic turbulence, mastering tax strategies can turn uncertainty…

If you’re nearing retirement and have been named a beneficiary of an…

“Retirement is not a life without purpose; it is the ongoing purpose…

“Don’t simply retire from something; have something to retire to.” -Harry Emerson…

“Retirement is wonderful if you have two essentials – much to live…

Planning for retirement can feel overwhelming, but understanding key strategies can make…

“Wealth is not about having a lot of money; it’s about having…

“Wealth is the product of man’s capacity to think.” -Ayn Rand Did…

Inflation is a pressing issue for all U.S. citizens, but retirees are…

As retirement approaches, many individuals envision a smooth transition into their golden…

“Retirement is when you stop living at work and start working at…

“Retirement is not the end of the road. It is the beginning…

If you have a 401(k) plan through your employer, you may be…

When planning for retirement, understanding how Required Minimum Distributions (RMDs) work is…

As you approach the golden years of retirement, it’s common to scrutinize…

If you’re behind on saving for retirement, don’t worry – there are…

“Every task, goal, race and year comes to an end…therefore, make it…

Did you know that even if you don’t work with a financial…

“No one has ever become poor by giving.” – Anne Frank Giving…

When it comes to planning for retirement, one of the most impactful…

Benjamin Franklin said that there are only two things in life that…

Do you want to optimize your retirement savings and enjoy tax-free golden…

Retirement is a critical period in life, and making the most of…

In the previous Tax Report, we explored a recent legislation that mandates…

Attention Americans: Starting this year, you now have the opportunity to use…

Finally! Retirement time is almost here. It is a time to relax…

This week marks the start of tax season – a time to…

While choosing from the various kinds of retirement plans available, an employer…

Regardless of how you earn income, you will still need proper tax…

Tax returns are piling up at the Internal Revenue Service, and millions…

The Internal Revenue Service estimates that taxpayers and businesses spend about 8…

If you have recently sold your home, or are considering doing so,…

When tax time rolls around, you are likely waiting for that tax…

During the Pandemic, more people are paying attention to estate planning than…

You’ve spent much time and effort accumulating money for retirement. It is…

Here is an overview of deadline dates, return types, dates to receive…

Who among us wants to pay the IRS more taxes than we…

The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for…

According to the most recent information available, Americans have individual life insurance…

Will you pay higher taxes in retirement? It’s possible. But that will…

As we transition through the various stages of life, our financial needs…