Being a self-employed, independent contractor, or working for a small business can seem like a dream. However, one downside is that you are unlikely to have access to a workplace pension...
The QBI (qualified business income deduction) allows individuals to deduct up to 20% of business income, REIT dividends, or PTP income from personal income tax returns. Those who are...
Several recent developments may affect taxpayers based on a strategy of trading or holding tax-exempt state and local bonds, commonly known as municipal or "munis" bonds....
Many baby boomers and retirees prefer to invest in savings bonds because they are safe and convenient investments, but stocks don't always earn interest. Over time, they expire,...
For everyone buying a home via financing, the mortgage interest rate has a huge impact. Mortgage borrowers, however, are interested in the lowest rate possible. Yet, money lenders...
Accumulating financial assets in a tough and competitive world is hard work. Yet, no matter how much you have, there are sharks and potholes along the way ready to eat at your financial...
Variable annuities are packed with tax benefits which is why investors are in love with it. Until you take the money out, it will compound tax-free. The products are selling at the...
Posted by Carmen Garcia on 07/09/2020
Do you often feel that retirement planning is like mastering another language? It really doesn’t have to be that way. Contrary to popular belief, retirement plans are easy to...
Posted by Don Bell Law on 07/09/2020
Prices of securities in the past two months have gone haywire. One day stocks are crashing, the next day it’s zooming. There could be a bizarre dip of a low-risk bond fund in...
Posted by Tim Thompson CPA PLLC on 06/23/2020