- Video Tip: Let's Talk About IRAs - A Brief Overview into Retirement Accounts
- Looking to open an IRA account? Watch this video to learn the basics of IRAs and find an IRA that is right for your goal.
- Education Credits are for Children? Think Again!
- If you think that education credits are just for sending your children to college, think again—the credits are available to you, your spouse (if you are married), and your dependents. Even if you or your spouse is only attending school part time, you still may qualify for a tax credit.
- Mega-Rich Backdoor IRA Strategies May Backfire If New Tax Bill Passes
- A proposed tax code change would mandate an annual required minimum distribution for retirement accounts exceeding $10 million. Full story below.
- Required Minimum Distributions Have Resumed for 2021
- When Congress established tax-favored retirement plans, they allowed taxpayers to take a tax deduction for the amount of their allowable contribution to the plans. But they also included a requirement for a portion of the funds to be distributed each year and be subject to income tax. Such a distribution is referred to as a minimum required distribution (RMD).
- The Ins and Outs of Bookkeeping: All the Best Practices to Get the Best Financial Outcome From Your Organization
- Handling bookkeeping on your own can quickly become a full-time job, which is a bit of an issue since you already have one of those on your plate.
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