5 things that trigger your tax planning going from online-only to a tax professional
Depending on your situation, tax season can become very complicated. As your life situation changes, so does your tax situation. Here are 5 signs that your tax situation is getting complicated enough that you might need to consult a tax professional.
4 ways to cut your tax bill in retirement
Retiring this year? One of the biggest changes you may face in retirement comes on your annual tax return—here’s how you can make sure you take advantage of these 4 tips for cutting your tax bill in retirement.
10 Ways to take the stress out of tax season
It’s nine o’clock on April 14, and Angela V. has hit a snag. She’s been plugging data into her tax preparation software for about half an hour when she realizes she’s missing a 1099-DIV form. Her anxiety rises since it’s too late to call anyone, and she can’t find it online. She feels a headache coming on.
4 Steps to funding your dream retirement
Picture yourself surrounded by friends and family as you celebrate the end of a fulfilling career at your retirement party. Amid the excitement, the realization sinks in. Starting tomorrow, you'll be self-funding your lifestyle with the nest egg you have diligently saved up until this very moment. How exactly will you make it work?