Taming the tax tangle if you’re retiring soon
Retirement is often viewed as an opportunity to travel, spend time with family or simply enjoy the fruits of a […]
Estate Planning, Retirement, Taxes
Taxes
Looking ahead to 2025 tax limits as you prepare to file your 2024 return
Chances are, you’re more concerned about your 2024 tax return right now than you are about your 2025 tax situation.
Taxes
Early bird tips: Answering your tax season questions
The IRS announced it will start the 2025 filing season for individual income tax returns on January 27. That’s when
Estate Planning, Retirement, Taxes
Do you have questions about taking IRA withdrawals?
We’ve got answers Once you reach age 73, tax law requires you to begin taking withdrawals — called Required Minimum
College Costs, Uncategorized
Saving for college: Tax breaks and strategies your family should know
As higher education costs continue to rise, you may be concerned about how to save and pay for college. Fortunately,
Estate Planning, Retirement, Taxes
Maximize your 401(k) in 2025: Smart strategies for a secure retirement
Saving for retirement is a crucial financial goal and a 401(k) plan is one of the most effective tools for
Investment, Taxes
Savings bonds and taxes: What you need to know
When considering the advantages of U.S. Treasury savings bonds, you may appreciate their relative safety, simplicity and government backing. However,
Taxes
Adoption tax credits: Easing the financial journey of parenthood
There are two tax breaks that help eligible parents offset the expenses of adopting a child. In 2025, adoptive parents
Retirement, Taxes
How inflation will affect your 2024 and 2025 tax bills
Inflation can have a significant impact on federal tax breaks. While recent inflation has come down since its peak in
Taxes
Get tax breaks for energy-saving purchases this year because they may disappear
The Inflation Reduction Act (IRA), enacted in 2022, created several tax credits aimed at promoting clean energy. You may want