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Tax & FinPlan
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Tax & FinPlan
Tax Basics: From Gross Income to Tax Liability (and Why Refunds Aren't Everything)
Understanding income tax basics helps avoid myths and enables proactive tax planning to reduce financial stress.
Tax & FinPlan
Why Estate Planning Should Be on Your Radar: A Guide to Wills, Trusts, and Professional Estate Planning Services
Discover how estate planning protects your loved ones, ensures your wishes are honored, and helps you avoid legal complications.
Student Loan
Update on the Saving on a Valuable Education (SAVE) Plan: What Borrowers Need to Know
Discover the latest on the SAVE Plan: A court pause means no payments or interest, but time won’t count toward forgiveness. Explore other IDR plans or PSLF options for credit.
Tax & FinPlan
Understanding Estimated Quarterly Tax Payments: Are They Necessary for You?
Discover how estimated quarterly tax payments help cover taxes on income without withholding, ensuring both 1099 and W-2 workers avoid penalties.
Solopreneur
S-Corp See-Saw: Weighing the Pros and Cons of S-Corp Election for 1099 Contractors
Discover how S-Corp status can help 1099 contractors save on payroll taxes while balancing trade-offs like retirement contributions, QBI deductions, and additional costs.
Tax & FinPlan
Pro-Rata Rule for Backdoor Roth IRA
Understand the pro-rata rule's impact on Backdoor Roth IRAs and your taxes. High earners often use this strategy—know the rule to minimize tax burdens.
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