Staying Safe in the 2025 Tax Season: Tips to Protect Your Identity and Finances
Tips to Protect Your Identity and Finances this 2025 Tax Season
Tag: Tax Planning
Beyond the Basics: Estate Planning Mistakes Part 3
Beyond the Basics: Estate Planning Mistakes Part 3: Real-life examples of what not to do.
Beyond the Basics: Estate Planning Mistakes Part 1
Beyond the Basics: Estate Planning Mistakes Part 1: Real-life examples of what not to do.
Why You Want To Spend Your IRA Money Before You Die
Prior to 2020, passing wealth from generation to generation through an IRA was a straightforward strategy. A family could take a pot of money and grow it tax-free or tax-deferred, passing it down the family tree.
Tax Season Security Tips
An uptick in cybercrime adds to tax time stress, but you can protect yourself and your identity.
Are Roth IRAs Really as Great as They’re Cracked Up to Be?
"…….In reality, the Roth is just another tax strategy with pros and cons like all the others. If you choose to save your retirement dollars in a Roth IRA or Roth 401(k) instead of a traditional IRA or 401(k), you will be giving up some tax breaks. It could even turn out that a traditional IRA or 401(k) would have been a better option for you……."
10 Smart Steps to Minimize Taxes and Penalties on Your RMDs by Kimberly Lankford, Contributing Editor at Kiplinger
After you turn age 70½, you need to start taking required minimum distributions from your IRAs and 401(k)s every year. But the calculations and rules can be complicated, and you'll be hit with a penalty if you make a mistake.
26 Ways the New Tax Law Will Affect Your Wallet (as seen in Kiplinger)
Do the pros and cons found in the 500-plus pages of legislative language add up to good news or bad news for your family's bottom line? …. Here's a look at key provisions of the new law that could affect everything from your family to your investments to your retirement planning…..