by Ramdas | May 3, 2022 | Tax Tuesday
Helping Kids Build Healthy Financial Habits Building healthy financial habits is no easy task for a lot of adults, let alone kids. If you ask a kid what they would do with $100, majority of kids would say spend it. Kids observe adults from an early stage, picking up...
by Ramdas | Apr 12, 2022 | Individuals Articles, Tax Articles, Tax Tuesday, Withholding
The tax deadline is 6 days away (April 18). Did you get a surprise when finding out the results of your tax return for the year? Did you owe money? Was this something you weren’t expecting? One of the causes could be your tax withholding from your paycheck. ...
by Ramdas | Mar 25, 2022 | Finance Friday, Financial Planning, Retiring
New Regulations on Inherited IRAs The SECURE Act of 2019 ushered in a new set of rules for traditional IRA beneficiaries, specifically non-spousal beneficiaries. In the SECURE Act, non-spousal designated beneficiaries that inherited a traditional IRA on or after...
by Ramdas | Mar 8, 2022 | Individuals Articles, Tax Articles, Tax Tuesday
Recently, the IRS released an article talking about the 2022 tax season. In this article they covered several different topics which we will touch on a few here. First off, they have stated they are still processing 2020 returns. The article discusses several...
by Ramdas | Feb 25, 2022 | Finance Friday, Financial Planning, Individuals Articles, Retiring
When someone dies, their assets are eventually transferred to beneficiaries. Those beneficiaries are typically listed in the decedent’s will, but sometimes they are specifically titled on an account. For certain assets, titling not only eases the pain of distributing...