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Electric Vehicle (EV) Tax Credit: Biden’s Bill Could Put More Savings in your Pocket for Retirement

Electric Vehicle (EV) Tax Credit: Biden’s Bill Could Put More Savings in your Pocket for Retirement

Have you thought about going electric with your next car purchase? Electric vehicles continue to grow in popularity as the technology matures, prices ...

Year-end Financial Planning for Retirees - Consider These Strategic Tax Moves Before the End of 2021

Shockingly, 2021 will be winding down in the coming weeks. Another notable year has flown by with continued repercussions from the pandemic, wildfires...

How to Rollover Your 401(k) When You Retire

Retiring soon? Congratulations! Reaching retirement is a big and exciting accomplishment. But it’s also a time of transition, and there are a lot of c...

How to Use HSAs to Your Advantage in Retirement

Rising medical expenses are a fact of life in the United States. Accordingly, health care costs have become an increasingly important aspect of planni...

Are Prepaid Funeral Plans a Good Idea?

Planning for your own passing can be a difficult process. Estate planning is a key part of any comprehensive retirement plan. But it’s easy to overloo...

Working from home? You may qualify for tax savings

Have you switched from renting office space to working from home to run your small business? 

Using the Tax Triangle to Save Money and Boost Your Retirement Plan

Most people know they need to save for retirement, but they may not realize they also need to think about spending their retirement savings strategica...

Summer’s Tax Day - Income Tax Filing Tips for 2020 and Beyond

As we roll into summer, many retirees are thinking about getting some vitamin D and what family vacations look like during a global pandemic. Unfortun...

Taxpayer Rights

As U.S. citizens, when you interact with the IRS you have certain rights, even with asking a simple question about taxes. These rights are outlined in...

8 Tips for Extension Filers

The six month tax return extension is fast approaching the October 15th deadline. If you filed an extension, you can file anytime before October 15th ...

Most Common Tax Return Errors

Filling out an accurate and complete tax return form is important. When it’s incorrect or isn’t filled out all the way, it takes longer to process and...

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