As we touched on in The Beauty of Being Organized, when you sell an investment for more than you paid for it, there can be burdensome capital gain taxes realized in the year of the sale. How do you manage for this challenge? It helps to identify which trades ...
Speaking of Social Security and distribution planning, one lament of the newly-retired person is realizing that a portion of ...
As a reminder, Monday, April 15 is tax day! Whether you’re paying taxes or receiving a refund, we’re going to expand a bit on ...
It’s March 2024 and we’re heading into everyone’s favorite time of year… tax season! In all this excitement, you might consider ...
The process can be confusing no matter how you prepare your tax returns. You intuitively understand that a certain percentage of ...
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It’s tax season. Again. And as we all file our tax returns, it might be helpful to know that, when it comes to taxing their ...
Tax season is just around the corner, which means it’s that time to ask yourself a familiar question: will I owe money, or will I ...
With a new year comes new goals, hopes, and aspirations. Much less exciting, however, the new year comes with new tax changes, ...
The government really wants Americans to save for retirement. As a result, the government sets up rules and incentives to ...
It may be hard to believe, but the holiday season is here, which means many Americans are planning to donate to their favorite ...
In 2021, the average U.S. home seller made a profit of $94,092, up a whopping 71% from 2019. Great news for sellers, right? ...