SEP or Roth IRA?

Mar 9, 2020 by

Are you self-employed (a freelancer)? Then you may be able to build a retirement fund far faster contributing to a SEP IRA instead of to a Roth IRA.

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Benefit of Saving $6,000

Feb 24, 2020 by

Hey: if you want to buy groceries, electricity, and gasoline when you stop working, you need to sock away some cash while you have paid employment. Social Security isn’t going to cut it. But if you need more motivation to save than avoiding being poor and miserable when you’re old, have a look at this.

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Freelancer Taxes

Feb 4, 2020 by

Are you contemplating becoming or newly self-employed? Congratulations, good for you! But in your excitement, don’t forget an important piece: TAXES!

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Tax Preparer Selection Tips

Jan 27, 2020 by

Don’t let the IRS keep more of your money than it deserves!

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Pay Debt with 401(k) Loan?

Jan 13, 2020 by

If you have high-interest debt like credit cards, that chunk of change you’ve accumulated in your workplace retirement account may look mighty tempting. Why not lend it to yourself, pay off the credit cards, and save the interest expense?

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Can’t Pay Your Taxes?

Mar 11, 2019 by

You’ve finished your tax return, yay! But there’s just one problem: you don’t have the money to pay your taxes due by April 18. Now what?

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Extend Your Tax Deadline!

Apr 17, 2017 by

File IRS Form 4868 to get an automatic 6-month tax filing extension. But you can’t postpone paying what you owe!

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Where’s My Refund?!!?

Mar 14, 2017 by

If your tax refund is late, it could be because of new legislation that requires the IRS to delay issuing refunds for millions of filers.

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Why I Love Capital Gains (and ...

Feb 23, 2017 by

What’s the best thing about capital gains? The income tax you don’t pay on them!

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2016 EITC

Jan 31, 2017 by

Overlook the Earned Income Tax Credit and you may have missed out on the chance to cut your tax bill by $6,269!

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