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Tag: Taxes

March To-Do List

Spring is so close, we can taste it! So we thought we’d use the last of these chilly temps to prepare for our futures. Let’s start this month off right with this checklist: Daylight Savings Chores There are a few things that only need to be done a couple times

12 IRA Planning Mistakes & How to Address Them

1. Not taking advantage of the Stretch distribution option or not establishing it properly. The Stretch IRA is a way for each IRA beneficiary to maximize payouts over their life. Properly designating beneficiaries and informing them of the IRA owner’s Stretch intentions are key to making this strategy work. 2.

Don't Be a Victim: Tax-Related Identity Theft

It’s that time of year — TAX TIME! And tax-related identity theft is on the rise. Scammers have gotten really good at stealing people’s Social Security numbers and fraudulently claiming their refund. The IRS tries to combat this crime with an aggressive strategy of prevention, detection and victim assistance, but

February Financial To Do List

Re-Evaluate Your Budget – If one of your goals this year was to get your finances organized and start spending less frivolously, then now is the time to look back at your first month’s spending habits. Compare the numbers to what you thought you would spend and make the appropriate

5 Ways to Maximize Your Tax Refund

Taxes are due next month, and you may be riding high with a nice little check soon. Before you spend your tax refund to buy more electronics or a new wardrobe, consider these ways to maximize your refund and improve your finances. Fund your retirement Invest all or some of your