Topic: Taxes
7 Financial Dates and Deadlines in February 2023
Karla Bowsher on February 1, 2023
Mark your calendar now so you don’t risk a fine or miss an opportunity to save.
5 Reasons to File a Tax Return Even if You Don’t Owe Taxes
Edna V. Forero, ChFC on January 31, 2023
Yes, it’s possible to get a tax refund even if you don’t owe federal income taxes.
6 Strategies to Manage Required Minimum Distributions
Kathleen Coxwell on January 31, 2023
RMDs and associated taxes can eat into your savings. Here are smart ways to help minimize taxes.
11 Things You Should Know About Your 2023 Tax Refund
Karla Bowsher and Chris Kissell on January 30, 2023
You want your next federal income tax refund to arrive as fast and fat as possible, right?
Don’t File Your Taxes Until You Have These 7 Things
Edna V. Forero, ChFC on January 27, 2023
Before you file your taxes this year, make sure you grab these documents.
5 Reasons Your Tax Refund Might Be Smaller This Year
Chris Kissell and Karla Bowsher on January 25, 2023
This tax season, the sting of federal income taxes might be unexpectedly worse than in the recent past.
9 States That Want to Tax the Wealthy in 2023
Chris Kissell on January 24, 2023
Several new proposals aim to take a bigger bite out of the net worth of rich folks.
Why More Americans Will Pay Taxes This Season
Chris Kissell on January 24, 2023
A much larger percentage of Americans will pay income taxes for 2022 than did so for 2020.
9 Things That Can Happen If You Don’t Pay Your Taxes
Maryalene LaPonsie on January 23, 2023
IRS penalties can range from the mildly costly to the truly horrific.
When Do You Pay Capital Gains Tax and How Does It Work?
Rachel Christian on January 23, 2023
Here’s your complete guide to capital gains tax — from what it is to calculating how much you owe.
19 Ways Your Income Taxes Will Be Different This Tax Season
Karla Bowsher on January 20, 2023
Brace yourself: Your tax refund stands to be smaller, or your tax bill bigger, this year. Here’s why.
How to Change Your Tax Withholdings — and When to Do It
Whitney Hansen and Jamie Cattanach on January 17, 2023
A major life change is among the reasons you should probably review how much of your paycheck goes to taxes.
IRS Announces 4 Key Tax Season Dates
Chris Kissell on January 12, 2023
Find out how early — and how late — you can file your return.
Report: IRS Audited ‘Many Low-Income Families’ in 2022
Chris Kissell and Karla Bowsher on January 11, 2023
A review of internal IRS reports shows that those who make relatively little money often find themselves in the agency’s crosshairs.
11 Financial Dates and Deadlines in January 2023
Karla Bowsher on January 4, 2023
Mark your calendar now so you don’t risk a fine or miss an opportunity to save.
6 of the Best Assets to Pass On to Your Heirs
Maryalene LaPonsie on January 4, 2023
If your dearly departed leaves you one of these things, you’ve hit the jackpot.
A Surprise Deduction Most CD Savers Likely Overlook
Chris Kissell on January 4, 2023
This perk might be relevant to more people than usual this year.
12 States Where Older Homeowners Can Defer Property Taxes
Elizabeth Lotts on January 3, 2023
Property tax deferral programs can give more financial flexibility to retirees on a fixed income.
IRS Increases Business Mileage Rate for 2023
Karla Bowsher and Chris Kissell on December 31, 2022
Those who qualify will save a little more in taxes thanks to the change.
7 Ways Inflation Can Cost You at Tax Time
Chris Kissell on December 29, 2022
Tax breaks help pad our bottom line. But inflation makes these deductions less valuable with each passing year.
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