Newsletter March 10, 2023
How Long Does an IRS Audit Take?You finally finished your tax return and just when it's finally off your mind you get a letter from the Internal Revenue Service letting you know you're being audited. Not all audits result in you having to pay more money to the IRS....
Newsletter — March 1st
Use After-Tax Contributions to Funnel More Into Your 401(k)As the end of the year approaches, you may have already maxed out your 401(k) plan contributions for 2022. However, some plans have an option to keep making after-tax contributions past the deferral limits....
Newsletter February 28th
What Freelancers Can Write Off on Their TaxesWhen you are self-employed or freelance outside of your day job, there are additional taxes you need to navigate. While this sounds like (and often is) a killer headache, you also have the opportunity for unique tax breaks....
December 29th Newsletter
5 Things to Know About Your 2023 TaxesAs 2022 draws to a close, tax filing season is just around the corner, but it's never too early to start planning ahead for the changes coming to tax policies in 2023 and how those will impact your finances. While the changes...
Newsletter August 11, 2022
The Inflation Reduction Act and Taxes: What You Should KnowYou’re probably not thinking much about taxes right now, in part because record inflation has you paying sky-high prices for essentials like food, clothing, and gas. But the U.S. Senate on Sunday passed the...
Newsletter June 23, 2022
Don't Pay Too Much Self-Employment TaxAre you self-employed? If so, it’s important to make sure that you’re not paying too much in self-employment taxes. This type of tax is meant to cover your Social Security and Medicare contributions, but it can be easy to pay too...
Newsletter May 18th, 2022
How Taxes Impact Your Wealth GapImagine you’re standing on the bank of a river. The bank you’re standing on represents your current financial status, and the opposite bank is the amount of wealth you need for retirement. The river itself is the difference between how...
Newsletter April 1, 2022
Ways to Increase Your After-Tax Investment ReturnsTaxes are a drag. A drag on your investment return, that is. Dividends are taxable, interest income is taxable and capital gains are taxable. Your after-tax investment return – what you keep, not make, on your...
Newsletter March 25, 2022
Why Your Tax Refund Could Be Bigger This YearAt a time when many Americans are paying more for everything from gas to ground beef, tax refunds will provide much-needed cash for many families. And this year, those refunds could be particularly generous. Through the...
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