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Tax Filing Updates On Deadlines

Tax Filing: Update on Deadlines

April 3, 2021
The IRS has extended the federal income tax filing due date for individuals to May 17, 2021. That means...
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Time to Rebalance Your Portfolio

Time to Rebalance Your Portfolio?

April 1, 2021
You don’t want to rebalance your portfolio just to do it or because certain stocks or bonds temporarily fall...
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Retiring Early? Plan Ahead for Income and Health Care

Retiring Early? Plan Ahead for Income and Health Care

April 1, 2021
You may choose to retire early, take a buy-out package or have to retire sooner than expected due to...
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Tips for Applying for Student Aid

Tips for Applying for Student Aid

March 17, 2021
The Free Application for Federal Student Aid (FAFSA) is used to determine the financial contribution a family can make...
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For Some, RMD Deadline Is Fast Approaching

For Some, RMD Deadline Is Fast Approaching

March 5, 2021
Q: Do I need to take a Required Minimum Distribution from my IRA this year? A: Yes, while...
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As Companies Relocate to Texas, What Are the Benefits For Their Employees?

As Companies Relocate to Texas, What Are the Benefits for Their Employees?

March 4, 2021
In December 2020, tech giant Oracle announced it would be moving its corporate headquarters to Austin, Texas. Prior to...
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What You Need to Know About Kiddie Tax

What You Need to Know About Kiddie Tax

February 16, 2021
Kiddie tax is a tax law that was implemented in 1986 to prevent parents from taking advantage of lower...
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Biden Extends Student Loan Repayments

Students Get a Break on Loan Repayment

February 8, 2021
Among President Biden’s executive orders during his first hours in office: continuing to delay student loan payments and interest...
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IRS Expands Program to Protect Taxpayers’ Identity

IRS Expands Program to Protect Taxpayers’ Identity

February 8, 2021
Effective as of January 2021, the IRS is allowing you to voluntary opt-in to its Identity Protection PIN (“IP...
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Should You Rollover an Ira To an HSA

February 5, 2021
For many people, health savings accounts (HSAs) provide an affordable way to pay for medical expenses. When paired with...
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Tax Strategies for Funding Higher Education

February 4, 2021
Parents typically use 529 accounts to cover the costs of paying for their children’s college. The advantages are that...
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IRA Conversions: What You Need To Know

January 30, 2021
Q: What exactly is an Individual Retirement Account (IRA) conversion and why would I want to take part in...
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