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Do You Need to Pay Estimated Tax?
By Content AdministratorPosted on June 26th, 2024
Taxpayers are required to pay most of their tax obligation during the year by having tax withheld from their paychecks or pension payments, or by […]
Learn MoreCan Home Improvements Lower Your Tax Bill? It Depends
By Content AdministratorPosted on June 3rd, 2024
Most home improvements are not tax deductible — with one possible exception. In certain situations, you may be able to deduct improvements deemed necessary for […]
Learn MoreSocial Security 101
By Content AdministratorPosted on June 3rd, 2024
Social Security is complex, and the details are often misunderstood even by those who are already receiving benefits. It’s important to understand some of the […]
Learn MoreSaving for College: 529 Plan vs. Roth IRA
By Content AdministratorPosted on June 3rd, 2024
529 plans were created in 1996 to give families a tax-advantaged way to save for college. Roth IRAs were created a year later to give […]
Learn MoreHousing Market Trends: Are They Helping or Hurting the Economy?
By Content AdministratorPosted on April 1st, 2024
In an unusual twist, U.S. home values climbed to an annual record of $389,800 in 2023, even as mortgage rates rose to the highest levels […]
Learn MoreDue Date Approaches for 2023 Federal Income Tax Returns
By Content AdministratorPosted on April 1st, 2024
Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands […]
Learn MoreBeware of These Life Insurance Beneficiary Mistakes
By Content AdministratorPosted on February 20th, 2024
Life insurance has long been recognized as a useful way to provide for your heirs and loved ones when you die. While naming your policy’s […]
Learn MoreKey Retirement and Tax Numbers for 2024
By Content AdministratorPosted on January 29th, 2024
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. […]
Learn MoreHow Much Income Does Social Security Replace?
By Content AdministratorPosted on January 2nd, 2024
Social Security can play an important role in funding retirement, but it was never intended to be the only source of retirement income. The Social […]
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