With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The tax benefits associated with charitable giving could potentially enhance your ability to give and should […]
Year-End Charitable Giving Read More »
What is it? Before you receive any Social Security benefits, the Social Security Administration (SSA) will need to determine your eligibility. Remember that Social Security is an insurance system designed to pay you benefits during times of economic hardship. Just as a medical insurance plan representative must review your policy coverage before paying your surgical
Determining Eligibility for Social Security Benefits Read More »
Whether your child was just born or is heading toward high school graduation, a 529 savings plan may help you put aside funds to pay for college expenses without paying taxes (federal and some states) on any dividends and gains.1 However, 529 plans have some specific rules, regulations, and restrictions that parents must know before
529 College Savings Plans: A Cheat Sheet for Common Questions Read More »
Tax planning is a year-round effort, but don’t be caught doing nothing Tax planning can be advantageous when done during the year and well in advance of year’s end. Opportunities exist for you to mitigate tax liability, which will leave more income for you and your family. Generally, people put off tax planning because paying
Tax Tips to Consider Before the End of the Year Read More »
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