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Taxes
Podcast 90: How to Prepare for Major Changes in the Tax Law
Get your complimentary guide to go with this episode: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.…
Read MoreAre Annuities More Efficient Than Bonds?
There are several different types of annuities. In this article by Morningstar, financial expert David Lau discusses how annuities may lead to higher returns in retirement. Enjoy this complimentary…
Read MoreThe IRS Is Coming for Your Venmo Income
Entrepreneur and small-business owners should prepare as digital payments are going to start facing more scrutiny by the IRS. According to Bloomberg, payments from Venmo, PayPal, EBay, and AirBnB are…
Read More5 Steps Retirees Need To Take Now To Avoid Paying Too Much In Taxes
Saving for retirement is important, but how and where you save is equally important. Travel Awaits discusses what you should consider to help your money last in retirement. Enjoy…
Read More5 Unexpected Insights from Your Tax Return
The tax deadline is behind us, but don’t put your return away just yet. This Kiplinger article gives five common areas to consider when reviewing your financial situation. Enjoy…
Read MorePODCAST 83: Do I Need to Add Venmo Transactions to My Tax Returns?
Get your complimentary guide to go with this episode: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. …
Read MorePODCAST 82: What Opportunities Are There to Reduce Tax Burdens in Retirement?
Get your complimentary guide to go with this episode: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. …
Read MoreDon’t Let Taxes Dim Your Retirement: How to Plan Ahead with Your ‘Tax Bucket List’
Taxes are always a thought, but have you prepared for the potential tax burden in retirement? Discover the three “tax buckets” and what they mean in this Kiplinger article. …
Read MoreFive Big Tax Breaks at Work
If you discovered that you owe federal income taxes while preparing your 2021 tax returns, then you’re not alone. Your employer benefits program may be able to help you reduce…
Read MoreDo You Need to Hire a Tax Preparer? Ask Yourself These 5 Questions to Find Out
Tax season is here. Should you tackle your return solo or get help? As we are knee-deep in tax season, do you need a tax preparer to help you file…
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