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Category Archives: Tax

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  2. Category "Tax"
Feb32020

Planning Concerns of Divorcing Couples

Blog, Divorce/Loss of Spouse, Insurance, TaxBy Editorial TeamFebruary 3, 2020

If you’re getting a divorce, it’s important to understand the basics of divorce law.

Jan292020

Understanding Your Annual Social Security Letter

Blog, Retirement, TaxBy Editorial TeamJanuary 29, 2020

Even though your monthly Social Security benefits may have increased because of inflation, the net amount you receive may actually be less per month because of increases in Medicare Part B and D premiums.

Jan222020

Last Year’s Last-Minute Tax Changes by Congress

Blog, TaxBy Editorial TeamJanuary 22, 2020

Congress passed many tax changes that became effective in 2020, as well as extensions through 2020 of several tax provisions that had expired or were about to end.

Jan172020

The SECURE Act—Not All Bad News for Retirement Plans

Featured, Retirement, TaxBy Editorial TeamJanuary 17, 2020

In today’s Marietta Daily Journal, Bil Lako, CFP®, looks at some of the significant changes from the SECURE Act, which is being described as the biggest piece of legislation to affect retirement accounts since 2006.

Jan172020

The 1099-MISC Filing Date Is Just Around the Corner—Are You Ready?

Blog, Business Owner/Self Employed, TaxBy Editorial TeamJanuary 17, 2020

If your business paid an independent contractor $600 or more in 2019, you need to file a 1099-MISC by January 31st. Failure to do so can result in a penalty.

Jan162020

Divorced, Separated, Married or Widowed This Year? Unpleasant Surprises May Await You at Tax Time

Blog, TaxBy Editorial TeamJanuary 16, 2020

While these occasions can be stressful or ecstatic, there are some major tax complications involved.

Jan132020

The SECURE Act—Not All Bad News for Retirement Plans

Case Study, Featured, Retirement, TaxBy Editorial TeamJanuary 13, 2020

The “Money Talks” experts take a deeper dive into the SECURE Act and how it affects businesses and individuals.

Jan132020

Key Retirement and Tax Numbers for 2020

Blog, Retirement, TaxBy Editorial TeamJanuary 13, 2020

We detail a few of the key adjustments for 2020 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

Jan82020

Choosing an Income Tax Filing Status

Blog, TaxBy Henssler FinancialJanuary 8, 2020

There are five tax filing statuses. Choosing the right one can save you money.

Jan72020

Missed Your 2019 RMD? Here’s What to Do

Case Study, Featured, Personal Finance, Retirement, TaxBy Editorial TeamJanuary 7, 2020

The “Money Talks” experts discuss what you should do if you’ve missed your required minimum distribution for 2019 and how the SECURE Act changes RMDs going forward.

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