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Four Tax Breaks for Home Improvements

Are you contemplating some significant improvements to your home? Whether it’s adding a pool to assist with a medical condition, finishing a basement or installing energy-saving equipment, you may be in line for generous tax breaks under current law. Here are… Read more »

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Are You Missing the Roth IRA Boat?

Many self-employed individuals are eligible to make annual contributions to Roth IRAs, despite having healthy earnings from their businesses. But some haven’t yet taken advantage of this retirement saving strategy. Making annual Roth contributions can have a big upside by allowing… Read more »

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The Wide-Ranging Inflation Reduction Act Is Signed Into Law

Congress has passed the Inflation Reduction Act (IRA) and President Biden signed it into law on August 16. The $740 billion law contains many tax breaks and raises revenue through a new minimum tax on large, profitable corporations and an excise… Read more »

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The Lowdown on Spousal IRAs

Have you recently left the job market to raise your kids, care for an elderly parent or pursue personal interests? Regardless of why you left and whether it’s temporary or long-term, you might still want to save for retirement while your… Read more »

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Federal Tax News for Individuals

Did You Know There Are 5 Filing Statuses for Federal Tax Returns? Your status for filing a federal tax return generally depends on your marital status as of December 31. However, more than one filing status may apply in certain… Read more »

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