Home Energy Tax Credits

By Mark Fissel
Posted on July 31st, 2023

A couple of federal personal tax credits are available for the installation of certain energy efficient or clean energy property in your home. The energy […]

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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

By Mark Fissel
Posted on July 31st, 2023

In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect […]

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As Your Parents Age, Help Them Protect Their Finances

By Mark Fissel
Posted on May 31st, 2023

It’s heartbreaking to hear stories of people losing money (even their life savings) as a result of fraud or financial exploitation, especially if they are […]

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SECURE 2.0 Act Expands Early Withdrawal Exceptions

By Mark Fissel
Posted on May 31st, 2023

Tax-advantaged retirement accounts such as 401(k) plans and IRAs are intended to promote long-term retirement savings and thus offer preferential tax treatment in return for […]

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Keep an Eye Out for IRS-Related Scams

By Mark Fissel
Posted on April 17th, 2023

The IRS warns that although scams are especially prevalent during tax season, they also take place throughout the year.1 As a result, it’s important to […]

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Q1 2023 Market Review

By Clint Edgington
Posted on April 12th, 2023

March saw the financial markets extend this quarter’s rebound from the brutal 2022, both from a headline perspective and within most sectors. Still, stocks ended […]

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Use the Increased RMD age to Boost your Roth Savings

By Anne Zavaglia
Posted on April 11th, 2023

The required minimum distribution (“RMD”) age has steadily increased over the last few years with the passage of the SECURE Act and SECURE 2.0, raising […]

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Business Owners Should Prepare for Stronger Tax Enforcement

By Mark Fissel
Posted on February 27th, 2023

The Inflation Reduction Act of 2022 is providing the IRS with an influx of about $80 billion to modernize outdated technology and rebuild a depleted […]

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Time for a Spring Cleanup: Organizing Your Financial Records

By Mark Fissel
Posted on February 27th, 2023

The arrival of spring is always a good time to dust off the cobwebs that have built up in your home during the winter. It’s […]

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Are You Eligible for Any of These College-Related Federal Tax Benefits?

By Mark Fissel
Posted on February 27th, 2023

College students and parents deserve all the help they can get when paying for college or repaying student loans. If you’re in this situation, here […]

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