#Traditional IRA – I think I goofed Understanding Traditional IRA If you’re new to investing and managing your finances, don’t worry – you’re not alone. Many people find themselves in the same boat, trying to navigate the world of retirement accounts ...
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#TaxClaimingUpdate #TaxFAQ #TaxConfusion Understanding Tax Withholding Changes If you’ve recently started a new job and marked that you are claiming 0 on your tax form, you may have come across information stating that claiming 0 ...
#TaxErrors Common Tax Errors People Make Not Keeping Proper Records One of the most common tax errors people make is not keeping proper records of their income, expenses, and deductions. Without accurate records, it can be challenging to file your taxes correctly ...
#AfterTaxSpillover #MBDR ##### Understanding After Tax “Spillover” If you’re like many employees who contribute to a 401K plan, you may have heard about after tax “spillover” contributions. But what exactly does this mean? Let’s break it down. ##### What ...
#MarketplaceInsurance #TaxOwed #IncomeReporting Understanding Your Tax Bill If you’ve found yourself in a situation where you owe $900 in taxes due to discrepancies in your marketplace insurance income reporting, you’re not alone. This can be ...
#FinancialDependent #Retirement #FinancialPlanning Understanding the Situation As you have recently discovered, your parent’s financial situation may not be as secure as you had hoped. It is essential to understand the depth of the issue before ...
#Why529sArePopular Benefits of 529 Plans 529 plans have become increasingly popular for college savings due to the numerous benefits they offer, including tax advantages and flexibility. However, gifting appreciated stock is also a viable alternative that may be worth considering for ...
Understanding High-Income Catch-up Contributions and Roth Conversions in 2026 Exploring the Impact of High-Income Catch-up Contributions For individuals earning over $145k, starting in 2026, catch-up contributions must be made as Roth contributions. This new rule has sparked some questions about the ...
#Is-It-Worth-It-To-Consult-MY-Accountant-for-Tax-Changes #####Considering-Your-Increase-in-Salary-and-Stocks So, this last year, I owed about $600 in taxes in the state of Virginia. A couple days ago, my accountant that I use for my taxes reached out to me asking if I had any ...
#GrandparentsGiftReturn #TaxImplications #EthicalDilemma #####Understanding the Situation If you find yourself in a similar situation where your grandparents have offered a monetary gift to help with your wedding planning, but then ask you to return the ...
Taxes #FinancialPlanning #Homelessness #Minimalism Understanding Intentional Homelessness and Taxes Considering going intentionally homeless to save on rent? 🤔 This concept, often referred to as "homefree," can significantly impact your tax situation and ...
InheritedLand #BackTaxes #PropertyLaw #EstateIssues #NCRealEstate Inherited Land Years Ago and Never Knew About It: Do I Owe Back Taxes? Inheriting land can be both a blessing and a burden, ...
SellingDeceasedDadsCar #PrivatePartyCarSale #OhioEstateLaws Selling Dad’s Car: Can It Be Gifted to the Buyer? Understanding Ohio’s Car Title Transfer Process 🏎️🔄 When a loved one passes away, managing their assets, like a car, can be challenging. In ...
IdentityTheft #SSNSecurity #IRSHelp #CreditSafety #FraudPrevention Someone Tried to Use My SSN to E-File but Was Denied: What Now? 🤔 Confused and worried about your SSN being misused? You’re not ...
TaxQuestions #IncomeTax #CapitalGains Understanding Capital Gains Tax and Income Tax 📊 Sold a business and paid capital gains tax? You might wonder if you also need to pay income tax on the leftover money. Let’s ...
#FirstJobTaxTips #W4Form #TaxSeasonAdvice Hey there! So, you’ve just started your first job and you’re feeling the sting of taxes hitting your paycheck. Don’t worry, you’re not alone in this confusion! Let ...