If you want to succeed in financial planning, you need to use the best-informed, up-to-date, and unbiased sources. Elliot Raphaelson shares his recommendations.
Building off the success of the 2023 tax season that saw significant improvements following passage of the Inflation Reduction Act, the 2024 filing season will continue reflecting the focus on improving services to taxpayers.
Confused about Social Security and IRA benefits under certain life circumstances? Find answers from The Savings Game.
Retirees are surprised to dind as much as 85% of their Social Security benefits could be taxable., depenings on their amount of provisional income, which includes half of their Social Security benefits plus other sources that contribute to adjusted gross income (AGI), such as wages, dividends, and capital gains.
Schwab and TD Ameritrade continue to make great progress on the integration of the two firms, with an anticipated transition date of September 5, 2023.
Federal income tax refunds are often the largest single check that some people receive. The safest and quickest way to receive this tax season’s refund is through direct deposit.
The Inflation Reduction Act, signed prior to the midterm elections, shows us some of the new tax focus, but much of the bill will not be implemented for years ahead. Although I majored in economics, I have found no commentary that says this bill will affect inflation in any way.