Although tax reform did not eliminate the AMT, it did mute that tax considerably by increasing the AMT exemptions and by substantially raising the exemption-phaseout threshold. We explain how this affects you in this week’s Tax Tip.
If you’re saving for college, retirement, or a large purchase, it can be useful to quickly calculate how an anticipated annual rate of return will affect your money over time. We explain the Rule of 72 in this week’s Financial Tip.
There are both opportunities and pitfalls for IRA owners, and while you definitely don’t want to get caught up in a pitfall, you may want to take advantage of the opportunities. We explain in this week’s Tax Tip.
When you calculate the real return on your investments, it’s important to take two important factors into consideration – taxes and inflation. We explain in this Question of the Week.
Whether the markets are up or down, reviewing your portfolio with a financial professional midway through the year can be an excellent way to keep your investments on track. Read more in this Financial Tip.
We explain insurance benefits small businesses typically offer their employees in this week’s Business Tip.
If you’ve just discovered a BIG mistake on your tax return this year, we explain the steps to take to correct the situation QUICKLY in this week’s Tax Tip.
Investments in QOFs provide unique tax incentives that lawmakers designed to encourage taxpayers to participate in these funds. Learn more in this week’s Tax Tip.
In order to have sufficient income to last you for your entire retirement you first need to determine your retirement income needs. We explain in this week’s Financial Tip.
In order to make the best decisions possible for your company, you need to have complete and accurate information. We explain what to look at to determine your small business’s profitability in this week’s Business Tip.
