Tax-saving ways to help pay for college — once your child starts attending
If you have a child or grandchild in college — congratulations! To help pay for the expenses, many parents and […]
College Costs
College Costs
Tax-wise ways to save for college
If you’re a parent or grandparent with college-bound children, you may want to save to fund future education costs. Here
Estate Planning, Retirement, Taxes
SECURE 2.0 law may make you more secure in retirement
A new law was recently signed that will help Americans save more for retirement, although many of the provisions don’t
Taxes
Renting to a relative? Watch out for tax traps
If you own a home and rent it to a relative, you may be surprised to find out there could
Estate Planning, Retirement
Save for retirement by getting the most out of your 401(k) plan
Socking away money in a tax-advantaged retirement plan can help you reduce taxes and help secure a comfortable retirement. If
Investment, Taxes
Selling stock by year-end? Watch out for the wash sale rule
If you’re thinking about selling stock shares at a loss to offset gains that you’ve realized during 2022, it’s important
Estate Planning, Retirement, Taxes
Answers to your questions about taking withdrawals from IRAs
As you may know, you can’t keep funds in your traditional IRA indefinitely. You have to start taking withdrawals from
Investment, Taxes
Strategies for investors to cut taxes as year-end approaches
The overall stock market has been down during 2022 but there have been some bright spots. As year-end approaches, consider
Taxes
Year-end giving to charity or loved ones
The holiday season is here and many people plan to donate to their favorite charities or give money or assets
College Costs, Investment, Taxes
How savings bonds are taxed
Many people have savings bonds that were purchased many years ago. Perhaps they were given to your children as gifts