Your steady source of income might disappear in retirement, but unfortunately your taxes probably won’t. Did you know that up to 85% of your Social Security benefit could be taxed? And, retirement account distributions are taxed differently than investment income. If you’ll have multiple income sources, you should know how each is taxed so that [...]
Doing your taxes might be complicated, but thankfully filing for an extension can help give you some more time to prepare. There are many decisions to be made when preparing your taxes, such as whether you should itemize or take the standard deduction, and finding out how new changes to the tax code affect you. [...]
Did you make an IRA charitable distribution this year? If so, you’ll want to report it on your tax return. Charitable contributions are a great way to reduce your taxable income and build your legacy. Do you have a retirement account? Be prepared for your RMDs! After you turn 70 ½, you must take required [...]
Unless you had to file for an extension on your 2017 income tax returns, you’re probably feeling pretty good about yourself that you were able to check “Tax Day” off of your to-do list. However, with the new tax law, known as the Tax Cuts and Jobs Act, it’s important that you review your current [...]
Due to the regular, individual income tax return filing deadline (April 15th) being on a Sunday, and the Washington D.C. Emancipation Day Holiday being observed on April 16th, the 2018 Tax Day has moved to Tuesday, April 17th. This is also the deadline to file for an extension on your taxes. With the tax filing [...]
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