Category: Taxes

Each state has its own set of rules for how retirees are taxed based on their income. Below are a few southern states and their

The IRS has begun accepting 2023 tax returns, marking the official beginning of the 2024 tax season. Below are a few tips for streamlining your

As 2023 winds down and tax season begins to loom large, it’s time to begin strategizing for a last-ditch effort to save on your upcoming

RMD-season is upon us, but what are RMDs and the rules that go along with them? Required Minimum Distributions are the withdrawals required by the

Tax season can be incredibly stressful, especially if you don’t see a refund in your future. And even if you will be getting a refund

Should You Request a Tax Extension? Federal income tax returns for 2022 are due by April 18th, but getting an extension until October generally isn’t

Avoiding Tax Mishaps The excitement of the new year has passed and the dread of tax season is upon us. Depending on your situation, the

Turning Investment Losses into Tax Gains When markets become more volatile and your investments seem to be doing poorly, it can become worrisome for your

In retirement, you will likely have multiple streams of income. Some of these income streams will be taxable, but they don’t all have to be.

Preparing for Tax Day Tax Day is coming up on April 18th this year! When we have finances on the brain, it is a good