Getting Ready for a Tough Tax Season

The pandemic may have made filing your taxes more complicated for the 2022 season. Do you have all the information needed to file this year? This Wall Street Journal article…

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How to File Your Taxes for Free

If you had adjusted gross income of $73,000 or less in 2021, you can e-file your federal return without charge. Do you like spending money to file your taxes? Not…

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The Gift-Tax Benefits of ‘529’ Plans

Contributions to these state-sponsored education plans are considered gifts for tax purposes, up to a certain amount Many individual investors know that “529” plans are a good tax-advantaged vehicle that…

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