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tax planning

Saver's Credit: A Retirement Tax Break for the Middle Class
Tax Breaks

Saver's Credit: A Retirement Tax Break for the Middle Class

Your retirement contributions could be the key to a lower tax bill.
July 9, 2020
8 Ways You Might Be Cheating on Your Taxes
taxes

8 Ways You Might Be Cheating on Your Taxes

Don't fall into these common traps that can get you in hot water with the IRS.
July 8, 2020
2020 Tax Deadline: When Are Tax Returns Due This Year?
tax deadline

2020 Tax Deadline: When Are Tax Returns Due This Year?

The April 15 deadline for filing your 2019 federal income tax return (and paying taxes) has been moved back...but the new due date is approaching fast…
July 8, 2020
How to Get an Extension for Filing Your Tax Return
tax deadline

How to Get an Extension for Filing Your Tax Return

If you can't wrap up your tax return by the July 15 deadline, it's easy to buy yourself more time.
July 7, 2020
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Tax Tips for Last-Minute Filing
tax deadline

Tax Tips for Last-Minute Filing

As you rush to meet the July 15 tax filing deadline, here are some pointers to bring your stress level down.
July 7, 2020

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10 IRS Audit Red Flags for Retirees
retirement

10 IRS Audit Red Flags for Retirees

Watch out: These things can increase the chances that the IRS will give your tax return a closer look.
July 1, 2020
10 Tax Breaks for the Middle Class
tax deductions

10 Tax Breaks for the Middle Class

Tax breaks aren't just for the rich. There are plenty of them that are only available to middle- and low-income Americans.
June 30, 2020
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What to Do If You Get a Stimulus Check for a Deceased Person
taxes

What to Do If You Get a Stimulus Check for a Deceased Person

The IRS sent more than 1 million stimulus checks to dead people. If you received one for a family member who passed away, there are certain steps you …
June 25, 2020
Retirees Get Another Break with Expansion of RMD Waiver
required minimum distributions (RMDs)

Retirees Get Another Break with Expansion of RMD Waiver

The CARES Act cancelled "required minimum distributions" for 2020...and the IRS just expanded that relief to help more seniors and give more time to u…
June 24, 2020
13 Tax Breaks for Homeowners and Home Buyers
income tax

13 Tax Breaks for Homeowners and Home Buyers

Owning (or buying) a home is expensive. But at least there are some tax deductions, credits, and exclusions that can help you recoup some of those cos…
June 22, 2020
Tax Changes and Key Amounts for the 2020 Tax Year
tax law

Tax Changes and Key Amounts for the 2020 Tax Year

Americans are facing a long list of tax changes for the 2020 tax year...and it's never too early to start thinking about next year's return.
June 22, 2020
What Are the Income Tax Brackets for 2020 vs. 2019?
tax brackets

What Are the Income Tax Brackets for 2020 vs. 2019?

The IRS unveiled the 2020 tax brackets, and it's never too early to start planning to minimize your future tax bill.
June 20, 2020
11 Tips on How and When to File an Amended Tax Return
tax returns

11 Tips on How and When to File an Amended Tax Return

What to do if you discover a mistake on a previous tax return (and other reasons for filing an amended return).
June 18, 2020
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Amending Your Tax Return Will Get Easier Soon
tax returns

Amending Your Tax Return Will Get Easier Soon

Starting this summer, there will be a better way to file an amended tax return.
June 17, 2020
When Are 2020 Estimated Tax Payments Due?
tax deadline

When Are 2020 Estimated Tax Payments Due?

In a normal year, two estimated tax payment deadlines would have passed by now. But, of course, nothing is normal right now.
June 17, 2020
12 Tax Deductions and Credits That Help You Pay for College
Tax Breaks

12 Tax Deductions and Credits That Help You Pay for College

Whether you're saving for college, currently paying tuition, or dealing with student loan debt, there's probably a tax break that can help your bottom…
June 12, 2020
RMD Waiver + Stimulus Check = Tax Credit
retirement

RMD Waiver + Stimulus Check = Tax Credit

For seniors who got a stimulus check of less than $1,200, not having to take a required minimum distribution from their retirement accounts this year …
June 6, 2020
The 10 Least Tax-Friendly States for Military Retirees
retirement

The 10 Least Tax-Friendly States for Military Retirees

The brave veterans who stormed the beaches of Normandy, landed at Inchon, and fought in the jungles of Vietnam are senior citizens now.
June 5, 2020
Thinking of Selling Your Business? 2 Steps to Get the Best Price
business

Thinking of Selling Your Business? 2 Steps to Get the Best Price

Here's what could be the difference between a lucrative outcome and disappointment for business owners now.
June 5, 2020
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The Stock-Bond Shuffle of Asset Location
investing

The Stock-Bond Shuffle of Asset Location

It's a well-used strategy to help minimize taxes. Take a look at how it works.
June 4, 2020
8 Money-Smart Ways to Spend Your Tax Refund
tax refunds

8 Money-Smart Ways to Spend Your Tax Refund

Since this year's tax deadline was pushed back to July 15, many people haven't filed their tax return yet. That also means there are a lot of tax refu…
June 2, 2020
FAQs on Stimulus Payments by Prepaid Debit Card (It's Not a Scam or Junk Mail!)
taxes

FAQs on Stimulus Payments by Prepaid Debit Card (It's Not a Scam or Junk Mail!)

The IRS is sending stimulus check payments on prepaid debit cards. We've got answers to important questions about the new EIP Cards.
May 28, 2020
Election 2020: Joe Biden's Tax Plans
taxes

Election 2020: Joe Biden's Tax Plans

With 24/7 COVID-19 coverage, it's sometimes hard to remember that this is an election year.
May 22, 2020
5 Strategies to Help You Hold on to More of Your Money in Retirement
retirement

5 Strategies to Help You Hold on to More of Your Money in Retirement

Preparing for retirement requires a lot of adapting — not just emotionally, but financially.
May 21, 2020
The Employee Retention Tax Credit Helps Keep Workers Working
taxes

The Employee Retention Tax Credit Helps Keep Workers Working

The credit is worth up to $5,000 per paid employee for businesses financially harmed by the coronavirus pandemic that continue to keep employees on th…
May 19, 2020