As a business owner, the idea of maximizing tax deductions can be exciting and overwhelming. If you are like most, you may feel that there is money being left on the table but unsure of how. As with anything related to taxation, it is a good idea to consult with
For most investors, the 529 account is the most used account type to save and invest for a child’s education. This type of account provides for tax-deferral on the growth of the investments and if the funds are used for ‘Qualified Educational Expenses’ the funds can be withdrawn tax free.
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As a business owner, the idea of maximizing tax deductions can be exciting and overwhelming. If you are like most, you may feel that there is money being left on the table but unsure of
As retirement nears, many individuals would like to save more into tax-deferred accounts to meet their financial goals. Fortunately, the Super Catch-Up 401(k) contribution—an enhanced retirement savings feature—offers a unique opportunity to boost your nest
As we enter 2025, it is prudent to update funding amounts for various account types to reflect new contribution limits. Below we will overview annual limits for notable financial planning items. Retirement Accounts Account Type Limit
During a market downturn it is our natural tendency to want to make changes to our investment strategy despite a plethora of research that points to the optimal course of action being no action at
In 2024, the Roth IRA contribution limit is $7,000. For those over the age of 50, there is an additional $1,000 catch-up contribution allowed bringing the total to $8,000. The incredible tax benefit of a
The benefits of tax-deferred accounts like 401(k)’s, IRA’s, and HSA’s, among others, are often touted and generally for good reason. That said, the benefits of a taxable investment account tend to be overlooked but can
Estate planning is a crucial aspect of financial planning for individuals of all ages and income levels. Having the right estate planning documents in place ensures that your assets are distributed according to your wishes,
Create an Online Social Security Account at SSA.gov This step becomes more important as you approach age 62 (the earliest age you can claim social security) and is critical if you are over that age.
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