Individuals Archives - Page 5 of 31

Individuals

The tax deadline is almost here: File for an extension if you’re not ready

The April 15 tax filing deadline is right around the corner. However, you might not…

DianaApril 6, 2024

Individuals

Update on retirement account required minimum distributions

If you have a tax-favored retirement account, including a traditional IRA, you’ll become exposed to…

DianaApril 1, 2024

Individuals

How renting out a vacation property will affect your taxes

Are you dreaming of buying a vacation beach home, lakefront cottage or ski chalet? Or…

DianaMarch 23, 2024

Individuals

Beware of a stealth tax on Social Security benefits

Some people mistakenly believe that Social Security benefits are always free from federal income tax.…

DianaMarch 15, 2024

Individuals

A job loss is bad but the tax implications could make it worse

Unemployment has been holding steady recently at 3.7%. But there are still some people losing…

DianaMarch 5, 2024

Individuals

New option for unused funds in a 529 college savings plan

With the high cost of college, many parents begin saving with 529 plans when their…

DianaFebruary 29, 2024

Individuals

If you didn’t contribute to an IRA last year, there’s still time

If you’re gathering documents to file your 2023 tax return and you’re concerned that your…

DianaFebruary 21, 2024

Individuals

Get ready for the 2023 gift tax return deadline

Did you make large gifts to your children, grandchildren or others last year? If so,…

DianaFebruary 21, 2024

Individuals

Filing jointly or separately as a married couple: What’s the difference?

When you file your tax return, a tax filing status must be chosen. This status…

DianaFebruary 15, 2024

Individuals

If you gave to charity in 2023, check to see that you have substantiation

Did you donate to charity last year? Acknowledgment letters from the charities you gave to…

DianaFebruary 9, 2024

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Individuals

The tax deadline is almost here: File for an extension if you’re not ready

Update on retirement account required minimum distributions

How renting out a vacation property will affect your taxes

Beware of a stealth tax on Social Security benefits

A job loss is bad but the tax implications could make it worse

New option for unused funds in a 529 college savings plan

If you didn’t contribute to an IRA last year, there’s still time

Get ready for the 2023 gift tax return deadline

Filing jointly or separately as a married couple: What’s the difference?

If you gave to charity in 2023, check to see that you have substantiation

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