Investment Planning
Tax Rates 2025
2024 Year-End Tax Tips
Traditional 401k/403b/457 contributions is the largest and most convenient deduction available to most taxpayers
Can You Use Your Retirement Plan Money After a Disaster?
the SECURE 2.0 Act created a new provision allowing retirement savers to take qualified disaster recovery distributions of up to $22,000
Interest Rates Going Down, Time to Buy a House?
The rates for 30-year fixed mortgages, started falling in August after government reports confirmed that inflation was cooling down.
Inherited IRA’s and Retirement Plans
Note: The SECURE and SECURE 2.0 Acts dramatically changed the RMD rules for IRA assets inherited by most non-spouse beneficiaries. A...
SAVE Student Loan Repayment Plan Blocked
On August 9, 2024, the U.S. Court of Appeals for the 8th Circuit officially blocked the SAVE student loan repayment plan in its...
Real Estate Commission Changes on Deck
In March, the National Association of Realtors(NAR) reached a landmark settlement after losing an antitrust lawsuit filed by a group of...
Do you have to file a Schedule C?
If you received a Form 1099-NEC, Nonemployee Compensation , for a payment received as a result of a one-time event, are you required to...
Three Important Changes to the Earned Income Credit
Three important changes to the EIC guidelines make this credit a potentially exciting option for more tax payers. First, for 2021,...
Deduct Your Donations
Even if you use the Standard Deduction. Ordinarily, if you choose to claim the standard deduction, you cannot deduct your charitable...
