The Tax Filing Deadline Is Around the Corner

The Tax Filing Deadline Is Around the Corner

Article Highlights:

  • Extensions
  • Balance-Due Payments
  • Contributions to Roth or Traditional IRAs
  • Estimated Tax Payments for the First Quarter of 2019
  • Individual Refund Claims for the 2015 Tax Year

 

As a reminder to those who have not yet filed their 2018 tax returns, April 15, is the due date to either file a return (and pay the taxes owed) or Read More

Checking the Status of Your Federal Tax Refund Is Easy

Checking the Status of Your Federal Tax Refund Is Easy
Article Highlights:

  • Your federal tax refund status can be checked online.
  • E-file refunds are generally issued within 21 days of filing.
  • Direct deposit provides the quickest refunds.


If your 2018 federal return has already been filed and you are due a refund, you can check the status of your refund online.

Where’s My Refund?” is an interactive tool on the IRS website at IRS.gov. Whether you have opted for direct deposit into one account, split your refund among several accounts, or asked the IRS to mail you a check Read More

Combatting Retirement Anxiety and the Fear of Running Out of Money

Combatting Retirement Anxiety and the Fear of Running Out of Money

Retirement is the endgame for most people — it’s literally why we work so hard our entire lives. But it’s also no longer a situation that is as straightforward as it once was, particularly as far as financial planning is concerned. According to one recent study, nearly one out of every three people have nothing saved for retirement. Read More

It’s Not Too Late to Make a 2018 Retirement Plan Contribution

It’s Not Too Late to Make a 2018 Retirement Plan Contribution

Article Highlights:

  • Traditional IRAs
  • Roth IRAs
  • Spousal IRA Contributions
  • Simplified Employee Pension Plans
  • Solo 401(k) Plans
  • Health Savings Accounts
  • Saver’s Credit
  • Children with Earned Income

 
Have you been ignoring your future retirement needs? This tends to happen when people are young; because retirement is far in the future, they believe that they have plenty of time to save for it. Some people even ignore the issue until late in life, which causes Read More

Disappointed in Your Tax Refund? 

Disappointed in Your Tax Refund? 

Article Highlights:

  • Average Refund Down
  • Tax Filings Down
  • Effects of Lower Refunds
  • Actual Tax Generally Lower
  • How This Happened

 

If your tax refund is less than you anticipated, you are not alone. Read More


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