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SECURE Act: Opportunities and challenges for retirement planning

Congress rolled out a last-minute plan that alters the tax code and impacts many for 2019 and 2020 taxes.  There is a lot packed into this one, here are the highlights:   SECURE Act: Opportunities and challenges for retirement planning
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Reasons to Make Sure to File Your Tax Return

While many people are required to file a tax return, it’s a good idea for everyone to determine if they should file. Some people with low income are not required to file, but will need to do so if they can get a tax refund. Here are five tips for taxpayers who are deciding whether to file a tax return: Find out the general reasons to file In most cases, income, filing status and age determine if a taxpayer must file a tax return. Other rules may apply if the taxpayer is self-employed or
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Get Ready for Taxes: What to do before the tax year ends Dec. 31

Get Ready for Taxes: What to do before the tax year ends Dec. 31WASHINGTON –The Internal Revenue Service reminds taxpayers there are things they should do now to get ready for the tax-filing season ahead.Charitable Contributions For most taxpayers, Dec. 31 is the last day to take actions that will impact their 2019 tax return. For example, those who plan to itemize deductions should know that charitable contributions are deductible in the year made. Donations charged to a credit
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Don’t let this simple mistake potentially cost up to 50% of your retirement

You’ve worked hard to save for a comfortable retirement. But imagine if you forgot to make a withdrawal from your retirement account and the IRS slapped you with a 50% penalty!Sound ridiculous, right? Unfortunately, it’s true. It’s called a Required Minimum Distribution (RMD)... and knowing the IRS rules when it comes to your retirement can be vitally important for making the most of your financial future.The rules for RMDs are fairly complicated, but we can help you navig
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Taxpayers can take steps now to Get Ready to file their taxes in 2020

Taxpayers can take steps now to Get Ready to file their taxes in 2020There are steps people can take now to make sure their experience goes smoothly next year. First, they can visit the Get Ready page on IRS.gov to find out more. Here are a few other things people can do now:Check their withholding and make any adjustments soon Since most employees typically only have a few pay dates left this year, checking their withholding soon is especially important.
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