Roll it Before You Pull it

While each retirement plan has similar early withdrawal penalty exemptions, they are not all alike. Knowing these subtle differences within 401(k) plans can help you avoid a 10 percent tax penalty if you take money out of the plan prior…

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Five Tax-Loss Harvesting Tips

Though the markets have been up strongly this year, your investment portfolio could have a few lemons in it. Using the tax strategy of tax-loss harvesting, you may be able to turn those lemons into lemonade. Here are five tips:…

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One Last Checkup

As we enter into the fall months, it’s a good time to check your tax withholdings to make sure you haven’t been paying too much or too little. This is especially true if major changes took place in your life…

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Save on Your Doggone Taxes

It seems like there’s a tax statute that touches on nearly every aspect of our lives. But that’s not all. Tax laws also include the lives of our furry friends. That’s right, even your pets can show up in your…

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