Tax Time—Tips to Cut Your Bill
The IRS announced that January 23 was the start of the 2023 tax season—or the date the IRS began accepting 2022 tax year returns. Most taxpayers have until Tuesday, April […]
What is FDIC and How Does It Work?
With all the turmoil in the banking industry today, it may be a good time to revisit what the FDIC is, how it works, and how you can make sure […]
How an HSA Can Boost Your Retirement Savings
To have a health savings account (HSA), you generally must be covered by a high-deductible health plan (HDHP) at work. HDHPs have become popular in recent years as employers have […]
New Tax Law Improves QCD Benefits
Seniors who must take withdrawals from their IRAs may be able to benefit from a special tax provision for qualified charitable distributions (QCDs). Briefly stated, this provision allows people in […]
Crypto Crash
Stocks have been battered by the Federal Reserve’s quest to rein in the highest rate of inflation in 40 years. So far, however, investors have expressed little concern over the […]
Reap Tax Rewards from Securities Harvest This Fall
With autumn coming up, it’s time to think about “harvesting” capital gains or losses from sales of securities. In addition, unfavorable tax law changes proposed in President Biden’s American Families […]
Webinar: Market Concerns Today – Your Questions Answered
On July 14, 2021, we hosted a live town-hall webinar offering a look ahead on various investment topics, as well as answers on top-of-mind investor issues. Watch this video hear […]
Should You Consider an Employer Roth 401(k) Account?
Nowadays, many employer retirement plans give employees the option of contributing to designated Roth accounts (DRAs). According to a 2020 survey, 75% of employer plans now offer DRAs, which are […]
Be Careful When Saving for Your Kids’ Education
Here’s a little-known secret for parents planning to send their children to college in the future: Some of the tax-saving moves you make now could hurt your student’s chances for […]
A Closer Look at Durable Power of Attorney
As the COVID-19 pandemic taught many Americans, serious illness may strike at any time and any age. Of course, in ordinary times, older Americans are at risk of becoming physically […]
