H&R Block vs. Turbotax: What’s My Best Option?
It’s a tough decision: H&R Block vs. Turbotax. Which to choose to do your taxes? Never fear! We are here to help you make the best choice you can.
IRS
IRS Humor As A Red Flag
Understanding IRS Humor Is it possible that when you do the right thing with your financial life the IRS actually thinks you are cheating on your taxes? Could your financial efficiency raise a red flag for the IRS? Unfortunately it is possible because it’s such a rare occurrence. Why IRS Red Flag The best way … Read more
Learn How To Save Money For Retirement
How To Save Money For Retirement You Ask? If you are interested in learning how to save money for retirement you must be keenly aware of the value of time and money. If you are asking the question you must have the interest to improve your current financial situation. There are many ways to approach … Read more
Retirement and The IRS
You Cannot Escape The IRS (THEIRS) Retirement Plans Can Be IRS Prey
2 Urgent Tips About Your Retirement
Can You Do The 2-Step? Wealth accumulation and wealth preservation are both equally important to your retirement. Each step is accomplished a different times throughout your life. If you are in your working years, start at Step #1. If you are nearing retirement skip to Step #2. Tip #1 – Building Wealth Your Window of … Read more
Were You Naughty Or Nice?
Naughty Or Nice Has Financial Consequences Were you financially naughty or nice to yourself this holiday season? If you stopped contributions to your retirement plan or made a withdrawal from the plan to pay for holiday gifts and festivities you were naughty. If you set boundaries for spending money you were nice to yourself. Being … Read more
How To Help Your Heirs Avoid Inherited IRA Headaches
You’ve worked hard for your money, so the song goes. With that said, the last thing you want to do is give it away to the IRS in taxes. How you manage the simple task of beneficiary designations on your IRAs can make a difference on how much of your hard-earned money your heirs get to … Read more