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Do Target-Date Funds Hit the Bull’s-Eye for You?

More than half of 401(k) participants have assets invested in target-date funds.1 These “all-in-one” funds are often the default option in workplace plans, and their apparent simplicity appeals to many investors. But target-date funds are not as simple as they appear to be. Like all investment strategies, they have strengths and weaknesses. Focused on time Target-date …

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Five Red Flags That Raise the Odds of an Audit

The IRS audited about 1 million tax returns in fiscal year 2018, and nearly 75% of those examinations were conducted entirely through correspondence.1 Taxpayers selected for an official audit are notified by mail. Confusing matters, the IRS also mails other types of compliance notices, which may propose additional tax based on math errors, the automated detection …

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February 2020 Monthly Recap

When President Trump signed the SECURE Act at the end of 2019, it could easily have escaped your notice during the holiday season. While time will tell if this law aimed to encourage greater retirement savings achieves its aims there’s no question it has a direct impact on many taxpayers. Read More Tax Documents CalendarCheck …

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SECURE Act Can Have Big Impact on your Estate Plan & Trusts

Authored by Logan Philipps, Esq. and Anne Zavaglia, CFP® When President Trump signed the SECURE Act at the end of 2019, it could easily have escaped your notice during the holiday season. While time will tell if this law aimed to encourage greater retirement savings achieves its aims, there’s no question it has a direct …

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Tax Documents Calendar

The following is a complete list of all tax documents used for reporting throughout the year, listed in order of when they will be released each year. DOCUMENT NAME INFORMATION REPORTED ONLINE AVAILABILITY DATE JANUARY 1099-QPayments from Qualified Education Programs (under Sections 529 and 530) Distributions from qualified tuition programs and Coverdell ESA January 17, …

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