An Overview of IRA Rollovers, Transfers, and Conversions
When you decide to leave your current job – whether it’s for retirement or for another employer – you may choose to withdraw… Read more
Tax Planning
5 Tax Tips for Summer: Plan Ahead and Save
Tax planning is something you can do any time during the year. Take advantage of the summer months to maximize your tax breaks… Read more
The Best Way to Organize Receipts and Records for Tax Time
Depending on your situation, you could have hundreds of documents and receipts to report for tax purposes. The IRS says… Read more
Filing a Tax Return for a Family Member or Someone Other Than Yourself
Taxes can be challenging for different reasons, and some people could use a little extra help. You might file a tax return… Read more
7 Reasons to File Your Taxes Early
There are several reasons why it’s beneficial to file as soon as you can. Just like any other task, procrastinating… Read more
2022 Refund Schedule: How Long Do I Have to Wait Until I Get My Tax Refund?
We’ve based these timelines on historical data noting that most refunds will be issued by the IRS in less than… Read more
Effective Tax Rate vs. Marginal Tax Rate
It’s no secret that the tax code from the IRS can be confusing, and tax rates are one of the most frequently misunderstood… Read more
Getting Ahead on Your 2021 Federal Income Tax Return
Americans are continuing to recover from the financial impact of the pandemic. The government has extended certain forms… Read more
Should I Do My Own Taxes?
The information in this article is up to date through tax year 2019 (taxes filed in 2020).
When tax time rolls around, you… Read more
Understand Your Taxes: What Changes After Divorce
The information in this article is up to date through tax year 2020 (taxes filed in 2021).
A lot of things change as a result… Read more