Investing is one of the most popular methods for growing wealth, and it is an excellent way to save for long-term goals such as retirement. However, when it comes to investing, taxes...
Posted by Tiffany Gaskin on 05/16/2023
Every business is out to make returns on investment, including stocks portfolio. But these dividends from stock are not equal, resulting in different treatment when it comes to taxation. Uncle...
Posted by Tiffany Gaskin on 04/27/2023
Form 8949 is a tax form individuals use to report the sale or exchange of capital assets, such as stocks, bonds, mutual funds, and real estate. The form calculates and reports any...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 03/14/2023
Cash value life insurance is a permanent policy combining a death benefit with an investment component. As a result, the policy accumulates a cash value over time, which the policyholder...
Posted by Tiffany Gaskin on 03/08/2023
Financial freedom is everyone's dream, and a journey everyone needs to take. And the fastest way to stay up-to-date is by doing a financial checkup. It is easy to face bankruptcy...
Posted by Pat Raskob on 01/30/2023
A deferred variable annuity is a contract with an annuity provider to pay a certain amount for some period or lifetime. The annuity provider deposits the money in any investment portfolio...
Posted by Dennis Jao on 01/30/2023
Supplemental Security Income (SSI) is the flagship federal safety net program for the blind, elderly, and disabled. It offers them a guaranteed minimum income.For 2022, the maximum...
Posted by Tiffany Gaskin on 01/30/2023
If you are an American who has lived or worked outside of the United States, you will almost certainly need to file a tax return with the IRS and be eligible for the foreign tax credit....
Posted by Taxes Made EZ Inc on 01/26/2023
A wealthy person needs accurate decisions to be able to continue growing in wealth and also have enough left to pass down to future generations. Unfortunately, statistics show that...
Posted by KLSM CPA Firm PLLC on 01/26/2023
