Retirement should be about living your best life, and enjoying what you love, whether it is relaxing on the beach or on the golf course. It shouldn't involve worrying about debt,...
Posted by Taxes Made EZ Inc on 11/30/2022
Suppose you're in active service and receive pre-retirement payments; you can decide to rollover the amount into another retirement account. Or suppose you switch between jobs;...
Posted by Dennis Jao on 11/17/2022
Admit it: whether you're 30, 45, or 65, the prospect of a mortgage-free retirement is tempting. No monthly mortgage payment to your mortgage lender means spending the extra money...
Posted by Abundant Wealth Planning LLC on 09/30/2022
Having a divorce at an old age can be detrimental for many reasons. Gray divorce, often referred to as silver splitter or diamond divorce, is a divorce that happens when the couples...
Posted by Tiffany Gaskin on 09/10/2022
There are narrow differences between what is considered an IRA rollover and an IRA transfer. Important to know: For the transfer to be tax-free, funds must be deposited into the new...
Posted by Abundant Wealth Planning LLC on 09/03/2022
Purchasing a home is often the most important financial decision of our lives, and for most of us, that means getting a mortgage. Mortgages can mean long-term borrowing at a relatively...
Posted by KLSM CPA Firm PLLC on 08/24/2022
How the Internal Revenue Service defines and calculates different types of income affects the taxes you owe. Modified adjusted gross income (MAGI) is one of them. MAGI also decides...
Posted by Pat Raskob on 08/11/2022
Military spouse residency is common among military personnel. The tax law created the residency relief act to assist military spouses. You may be wondering what it is for and what...
Posted by KLSM CPA Firm PLLC on 08/11/2022
Suppose you intend to invest but are still confused about how and what to invest; fear not. The goal is to walk you through the top three investment ideas as beginners. Investment...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 07/09/2022
