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Blog Author: Jessica Grant

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Estimated tax payments: When you are required to make them

Normally April 15 is the deadline for filing your individual tax return  (except for 2020 taxes that are now due on May 15, 2021), it’s also the deadline for the

When Is It Safe To Toss Your Tax Records?

October 15 was the extended due date for filing 2019 individual tax. If you didn’t file by then… you’re late! For those that have filed, you might wonder: Which tax

Two Key Changes affecting Retirement Plans in 2020

On December 20, 2019 the President signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) into law.  This law made a lot of positive changes in IRAs

Have an IRA? Pay attention to these new tax law provisions

On December 20, 2019 the President signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) into law.  This law made a lot of positive changes in IRAs