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New Gift Tax rule applies for 2018
The annual gift tax exclusion is one of the most misunderstood financial concepts in the financial world. Changes in estate tax laws on both the federal and state level have ... -
6 IRS audit red flags you cannot overlook
There are few things taxpayers fear more than an audit letter from the Internal Revenue Service. Despite the worry an audit can cause, the number of audits has actually been ... -
Tax Reform 529 Plans
New Tax-reform enhances the versatility of 529 education plans Addressing college tuition expenses and ballooning education debt continues to be a challenge for both students and parents. In fact, according ... -
What to do if you are missing cost basis information
As 2017 came to a close, many investors made last minute choices regarding the sale and purchase of various securities. From tax loss harvesting to rebalancing and profit taking after ... -
Smart Money Moves to consider for 2018
If you find yourself considering resolutions for the New Year, you are not alone. From health and wellness to a full financial make-over, New Year’s resolutions are quite common. ... -
Should a Roth 401(k) be a part of your retirement savings plan?
The number of employers offering a Roth 401(k) option is on the rise. In fact, a 2017 report from T. Rowe Price Retirement Plan Services suggests that 61 percent of ... -
The benefits of choosing a higher payment when financing your next purchase.
We live in a world of monthly charges. Not only are conventional expenses like mortgages, auto loans and utilities billed monthly, many businesses have begun transitioning to a monthly subscription ... -
Does house flipping really work in today's market?
If you have watched home design networks such as HGTV or DIY recently, you may have noticed the outrageously large number of house flipping shows. Flip or Flop, Flip this ... -
Tips for managing sudden wealth
The largest single lottery jackpot in the United States was won on August 23rd - a cool $758.7 million dollars. Rather than receiving annual payments over 30 years, the winner ... -
401(K) LOANS: THE DANGERS OF BORROWING FROM YOURSELF
Loaning money to yourself from a 401(k) may seem like a great idea. After all, these loans result in paying interest to yourself rather than to a lender which may ...
