Tax
Tax Updates and Reminders
Tax Updates and Reminders As we head toward the end of the year, consider maxing out your contributions on tax-advantaged accounts to help manage your 2019 return. While some accounts,…
Read MoreYear-End Tax Considerations
Year-End Tax Considerations Now that we’re in the fourth quarter, it’s time to think about what you can do to help minimize your liabilities for the 2019 tax season and…
Read MorePros and Cons of Legislative Inertia
Pros and Cons of Legislative Inertia While the 2020 presidential election gains steam, it seems that the passion for new legislation has taken a backseat. As of July 1, the…
Read MoreMore Tax Considerations For 2019
More Tax Considerations For 2019 According to IRS estimates, taxpayers collectively pay about 82 percent of taxes they legitimately owe. This amounts to about $458 billion annually in lost taxes,…
Read MoreRetirement Planning Tools
Retirement Planning Tools Here’s an interesting tidbit from the investment industry: In 2014, Merrill Lynch hired a gerontologist on staff – the first financial gerontologist of all time.1 Why? Because their…
Read MoreIRA Refresher
IRA Refresher In 2019, the IRS increased the limit on annual individual retirement account contributions to $6,000 from $5,500. The catch-up contribution for people ages 50 and up remained the…
Read MoreTax Tips: Look ahead while looking back at 2018
Tax Tips: Look ahead while looking back at 2018 If you didn’t adjust your tax withholding in early 2018, you might be in for a surprise when completing your tax…
Read MoreWhere U.S. Economics Stand Globally
Where U.S. Economics Stand Globally From the beginning, President Donald Trump’s economic policies have intended to put “America first.” Since the ultimate goal of such policies is to strengthen America’s…
Read MoreHealth Care Roundup
Health Care Roundup By now, most of us know to check with our health insurance company to make sure our physician or specialist referral is covered by our health care…
Read More2018 Tax News
2018 Tax News The Tax Cuts and Jobs Act of 2017 reduced federal income tax liability for some, but not all, Americans. Wealthy residents of California, New York and other…
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