The new US tax law raises the SALT deduction cap and adds a new deduction for seniors. Learn more about the impact of the new tax law. Here are some strategies to optimize tax planning.
The Senate Finance Committee's tax bill proposal extends TCJA provisions, including tax brackets and rates, while making key business tax incentives permanent. Here are some highlights of the Senate version.
It’s important to consider non-hardship 401(k) withdrawals carefully. Individuals should check plan eligibility and consider asset protection and tax implications.
The US 2025 tax bill enhances certain deductions and includes provisions for business growth and development. Here are some highlights of what is being debated on Capitol Hill and the impact on business owners.
New graduates should prioritize budgeting, managing debt, and understanding employee benefits when starting a new job. Here are some key tips for building a strong financial foundation.
Tax filing season may be over for many, but tax planning is an important focus year-round. Consider post-tax season strategies including optimizing deductions or adjusting retirement contributions.
Navigating market volatility can be challenging for investors. Here are several tax planning strategies to consider.
Taxpayers plan to use their tax refunds for essentials and debt repayment, as well as savings strategies. Here are some ideas and strategies to consider this year.
Social Security faces funding issues by 2035, but major changes to the program are unlikely in the near term. Here are some additional considerations.
Starting in 2025, many non-spouse beneficiaries of inherited retirement accounts must begin taking annual minimum distributions. Here are several strategies to consider.
Prepare for 2024 taxes by organizing forms, documenting charitable contributions, maximizing retirement savings and reporting rental income. Advance preparation can make the tax filing process smoother.