What We Write
Be Tax-Smart with your Mutual Fund Investments
Mutual funds offer an easy way to invest in a diversified portfolio compared...
Individual tax calendar: Key deadlines for the remainder of 2026
Yes, the April 15 tax deadline is now behind us. But there are also deadlines during the rest of...
Should you make after-tax, non-Roth 401(k) contributions?
If you participate in a company 401(k) plan, you already know that you can make pre-tax...
Your Post-Tax-Filing Checklist
After you’ve filed your 2025 tax return, what’s next? It’s easy to move on to other things, but...
Don’t miss your opportunity to make a 2025 IRA contribution — whether you can deduct it or not
Generally, each year you can contribute up to the annual limit to a traditional or Roth IRA (or a...
Quadrupled SALT Deduction Limit Unlocks Itemizing Benefits for 2025
An important decision to make when filing your individual income tax return is whether to claim...
If you’re married, should you file jointly or separately?
Married couples have a choice when filing their 2025 federal income tax returns. They can file...
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