College fees are no joke. That's why it's not too early to start planning for them. Estimation shows that it would cost between $250,000 and half a million dollars to pay for...
Posted by Pat Raskob on 05/31/2022
We usually leave tax planning until it is the last minute. When you open your to-do list for that day, there it is, the item you've been ignoring for weeks. It says, "Finish...
Posted by Rosovich & Associates, Inc. on 05/27/2022
The real estate planning world, the financial planning world, and parliamentarians considered several significant estates and gift tax changes at the end of 2021. The Biden administration...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 05/10/2022
For a start, you must be aware that you are only entitled to military tax benefits, if you are actively involved in service, or have served on active duty. Most importantly, it would...
An easy advance is a loan and not a tax refund. An easy advance is a one-time loan not intended for long-term use. Your Easy Advance is subject to signature and approval by the bank....
Posted by Taxes Made EZ Inc on 03/17/2022
After years of perfect retirement planning, diligent investing, creating detailed budgets, and wisely investing resources, many investors continue to overlook an important detail:...
Posted by Rosovich & Associates, Inc. on 02/14/2022
An unexpected tax bill can ruin anyone's day. To help you avoid this unpleasant surprise, here are some simple steps that many people can take to reduce their taxes. In many cases,...
In simple terms, a Roth IRA conversion permits converting your money to a Roth IRA from a traditional or a pre-tax retirement account. If used properly, they can be a financial planning...
Posted by Pat Raskob on 01/21/2022
A 401(k) work plan helps you save a considerable amount each year in retirement, but there are annual limits for your contributions and those of your employer. Whether you choose a...