Tax Strategies

enough withheld

Am I Having Enough Withheld?

Your objective should be to have just enough taxes withheld to prevent you from incurring penalties when your tax return is due.

401(k) Rollover Pitfalls

6 Potential 401(k) Rollover Pitfalls

You’re about to receive a distribution from a 401(k) plan, and you’re considering a rollover. There are some pitfalls you’ll want to avoid.

smaller tax refund

Planning for a Smaller Tax Refund

You may be wondering why the average refund has increased, yet the size of your refund may be smaller. Let’s explore why this could be the case.

consequences of filing taxes late

The Consequences of Filing Taxes Late: What You Need to Know

It’s estimated that more than a third of all Americans wait until the last minute to file their taxes. The consequences of filing taxes late are serious. But if you’re someone who waits too long and misses the deadline for filing your taxes, there are several things you should know about what happens when you are late on taxes.

tax planning for the self-employed

Tax Planning for the Self-Employed

Self-employment is the opportunity to be your own boss. To come and go as you please. And, oh yes, to establish a lifelong bond with

Americans In The Workplace Study

This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!