Get Ready for Tax Season
This article includes a general checklist to guide you as you organize your income tax information.
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Tax Planning
IRA Contribution Rules
The maximum contribution for 2023 individual retirement account contributions is $6,500 ($7,500 if aged 50 and over). There are income limits that determine whether you can deduct your Traditional IRA contribution or if you qualify to make a Roth IRA contribution.
Income Tax 101 for Investment and Tax Planning
With this article, we hope to equip the reader with a basic understanding of the individual income tax calculation and the use of a taxpayer’s marginal tax rate or tax bracket in investment and income tax planning.
Taxes Are the Golf Balls of Personal Finance
For the professional golfer, hitting your ball into the water has its price: It can be embarrassing. The internet is littered with stories and images of PGA Tour players dropping their trousers to take swings at errant, but playable, shots that have landed in hazard areas. It can cost you a tournament. Greg Norman, the …
