Top Menu

  • Learn more about Kurt

Main Menu

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
  • Education
  • Insurance
  • Investing
  • Real Estate
  • Mortgages
  • Money Mishaps
  • Relationships & Money
  • Retirement
  • Estate Planning
  • Taxes
  • Learn more about Kurt
logo

Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
  • Education
  • Insurance
  • Investing
  • Real Estate
  • Mortgages
  • Money Mishaps
  • Relationships & Money
  • Retirement
  • Estate Planning
  • Taxes
Home›Category: "Taxes" (Page 9)

Taxes

  • Reduce your chances of an audit

    Cash-flow & Budgeting, Money Mishaps, Taxes
    February 16, 2014
    by Kurt J. Rossi
    Tax season is upon us and both taxpayers and preparers have begun compiling income tax statements in order to meet the upcoming April 15 deadline. More than 243 million tax ...
    Read More
  • Money moves for 2014

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Estate Planning, Investing, Taxes
    January 5, 2014
    by Kurt J. Rossi
    From your health to your wealth, New Year’s resolutions can help jump-start your game plan for 2014. While a recent CBS News poll suggests only half of those Americans who ...
    Read More
  • Retirement account penalties can be costly

    Cash-flow & Budgeting, Credit & Debt, Education, Insurance, Real Estate, Retirement, Taxes
    December 8, 2013
    by Kurt J. Rossi
    Accessing retirement accounts before age 59½ can prove costly, usually resulting in a penalty of 10 percent of the amount withdrawn. While many savers do not intend to tap into ...
    Read More
  • Flexible spending accounts can help tax burden

    Cash-flow & Budgeting, Credit & Debt, Insurance, Money Mishaps, Taxes
    November 24, 2013
    by Kurt J. Rossi
    Year-end is an ideal time to assess your benefit options for 2014 including life, health, and other cafeteria plans that may help reduce your tax liability. One effective, yet often ...
    Read More
  • When to take distributions from your retirement plan

    Retirement, Taxes
    November 10, 2013
    by Kurt J. Rossi
    With only two months remaining in the year, seniors with retirement accounts must be sure their required minimum distributions (RMDs) are in order and taken on time. Unfortunately, more and ...
    Read More
  • Debt deal sets up next fiscal fight

    Credit & Debt, Estate Planning, Investing, Money Mishaps, Retirement, Taxes
    October 27, 2013
    by Kurt J. Rossi
    The last-minute debt deal reached by Congress on Oct. 17 reopened the government, extended the debt ceiling and averted a default. While many analysts and investors applauded the resolution, others ...
    Read More
  • In search of tax-friendly states for retirees

    Real Estate, Retirement, Taxes
    September 29, 2013
    by Kurt J. Rossi
    For many retirees, retirement is a bit more challenging than they thought. Interest rates have been low, investment returns have been volatile and health-care costs are on the rise. There ...
    Read More
  • There are tax breaks for working parents

    Taxes
    August 4, 2013
    by Kurt J. Rossi
    The summer months present scheduling challenges for many working parents, as arrangements are made for child care while school is out. From daycare to day camp, child-care costs can be ...
    Read More
  • 401(k) loans cost more than you think

    Retirement, Taxes
    July 21, 2013
    by Kurt J. Rossi
    The number of 401(k) participants taking a loan against their retirement plan is on the rise. In fact, according to a survey by Wells Fargo, there was a 28 percent ...
    Read More
  • Improving your child's financial literacy

    Cash-flow & Budgeting, Credit & Debt, Education, Investing, Taxes
    July 7, 2013
    by Kurt J. Rossi
    Younger generations face an uphill financial battle and federal agencies have begun to take notice. Recently, the U.S. Consumer Financial Protection Bureau outlined recommendations for financial education for grades K-12. ...
    Read More
← 1 … 7 8 9 10 11 →

 

Searching for a specific topic? Try our search bar…

About Kurt J. Rossi

Kurt brings financial clarity to his clients as the President & CEO of Independent Wealth Management - an independent financial planning firm. In addition to degrees in Finance and Accounting (MBA), Kurt is a CERTIFIED FINANCIAL PLANNERtm Practitioner (CFP®), Chartered Retirement Planning Counselorsm (CRPC®), an Accredited Investment Fiduciary (AIF®) and a finance enthusiast who stands ready to help empower you financially.

Join Our Financial Empowerment Newsletter

* indicates required

Post Categories

Ready to take your finances to the next level?

Do you have a money question that you need answered?

Send an email or feel free to call - We will do our best to help. Reach us at

Email: kurt.rossi@independentwm.com or 732-280-7550.

Speaking & Media Inquiries: 732-280-7550

Firm site: www.independentwm.com

Education = Empowerment!

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, DE, FL, GA, IL, IN, LA, MA, MD, MN, NC, NJ, OH, PA, RI, SC, VA.

 

 

  • HomePage
  • About us
© Copyright Bring Your Finances to Life. All rights reserved.