BLOG & NEWS

Nov 16, 20234 min read

IRS Announces New 2024 Income Tax Brackets

The Internal Revenue Service has elevated the thresholds for its seven tax brackets by 5.4% in 2024.

Feb 22, 20232 min read

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, well, too creative.

Feb 21, 20232 min read

Understanding Capital Gains

Are you considering bailing out of stocks because you are worried that the capital gains tax structure might change?

Feb 15, 20235 min read

Self-Employment Tax Deductions & Benefits for a Smaller Tax Bill

Comb through these 14 tax deductions you can claim to help make your tax bill a little lighter the next time you file.

Feb 8, 20233 min read

How to Minimize Taxes During Market Downturns

Market downturns, like the one through 2022, could be a good time to adjust your fund portfolio to minimize the tax bite.

Feb 3, 20232 min read

You May Need to Make Estimated Tax Payments If...

You may have to make estimated tax payments if you earn income that is not subject to withholding, such as income from self-employment...

Mar 4, 20224 min read

What To Do If (When) Your Taxes Start Going Up

One variable that is hard to plan for in retirement is taxes. We don’t even know what the tax rates will be next year, so how can you...

Nov 23, 20213 min read

Beware Scams at Tax Time

All sorts of nefarious schemers can come after you via the phone or email. Your tax return offers a trove of your personal information....

Jul 11, 20214 min read

8 Ways to Reduce the Tax Bite During Retirement

It's one thing to build up your retirement savings so you can retire. But remember, every dollar you save in tax-deferred plans, including 4

Jul 11, 20212 min read

"Dirty Dozen" Tax Scams to Watch For

Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you f

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