If you are interested in personal tax, estate planning, retirement planning, residential real estate and other money matters that affect you and your family, we recommend the Values newsletter.
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As the April 18 individual tax filing deadline approaches, you might be wondering: Should I file an extension? There are advantages to applying for an extension of time to file a federal tax return with the IRS, but it might not be the right thing to do in every case. Read on to learn about […]
Many individuals and families make significant payments on personal loans each year, and sadly, the interest payments made on these personal loans are not deductible. There might, however, be a way for you to convert this debt from a personal loan to a home equity loan so that the interest you pay becomes eligible for […]
Individual retirement accounts (IRAs) and defined contribution plans can be great tools to help you save for retirement. Whether you have an IRA, a SEP, a 401(k), or some other tax-deferred retirement plan, you may not realize that you are required to take annual distributions from your retirement account once you reach a certain age. […]
When starting a new job, it’s very important that you accurately fill out the Form W-4 provided by your employer and keep it updated as you experience big life changes, such as a change in marital status or a change of address. Knowing how to correctly fill out your W-4 can help you avoid owing […]
It’s certainly commonplace that investments lose value from time to time. What does that mean when the investment is in your Individual Retirement Account? Most IRA account holders cannot benefit from deducting losses if their IRA loses value. The benefit of IRA accounts is that they are long-term investments providing for tax deferred growth. IRAs are […]
Have you ever struggled to complete and submit timely the Free Application for Federal Student Aid (FAFSA) for yourself or your college-bound child? If so, relief is at hand. Last year, the U.S. Department of Education announced changes to the FAFSA process intended to align the timing with college application cycles and provide more time […]