Investment Plans

If you’re a homeowner, it’s likely you continually work on your home. Some projects may be minor and low cost, while others are major and expensive. All these projects improve your living conditio...

As you file your 2022 income tax return, you may find that the government owes you money. As of March 2023, the IRS reported that it issued nearly 42 million refunds on 2022 returns averaging $3,028. ...

Usually, distributions from a qualified retirement plan and IRAs before age 59½ are subject to a 10% excise tax, referred to as the early distribution penalty. The Tax Code has a long list of exempti...

Not every type of income you get is taxable on your Form 1040. The law allows you to receive various types of income without having to pay tax on them. For example, any type of income effectively beco...

We’ve all heard about the numerous tax changes created by enactment of the Tax Cuts and Jobs Act. Many are exciting and can help lower your tax bill. But that law did not make changes to many tried ...

The cost of higher education continues to rise each year, making it challenging for families to manage this financial burden. Fortunately, all states as well as a consortium of private institutions of...

That may be the conclusion you reach when you see the tax breaks limited to those of a certain age: Medical and dental expenses. While most taxpayers can itemize these costs only if the total excee...

There are two personal tax-advantaged ways to save for retirement: an IRA, which may be deductible or nondeductible (“traditional IRA”), and a Roth IRA, which is made with after-tax dollars. These...