What To Do When You Get an IRS Notice (And Why You Don’t Need to Panic)
IRS notices can be confusing, but they don’t have to be scary. Learn what common notices mean, what to do next, and when to contact your financial professional for help.
- Video Tips: How Trustworthy Is Social Media Tax Advice?
- Social media tax tips can be misleading or incorrect. Learn why relying on online tax advice can lead to costly mistakes.
- Things You Need to Know About Reverse Mortgages
- A reverse mortgage is a financial product that allows homeowners, typically aged 62 or older, to convert part of their home equity into cash. Unlike a traditional mortgage, where the homeowner makes payments to a lender, in a reverse mortgage, the lender makes payments to the homeowner. This can be done as a lump sum, regular monthly payments, or a line of credit.
- Understanding Designated Roth Accounts: Benefits, Contributions, Distributions, and Tax Implications
- In the realm of retirement savings, the designated Roth account stands out as a unique option that offers tax-free growth and withdrawals under certain conditions.
- How Strong Is Your Bookkeeping? Take This 5-Question Financial Health Test (0–25 Points)
- Rate your bookkeeping in five quick questions. Discover where your financial systems support growth — and where small improvements could unlock real business results.
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