[ad_1] vitapix | E+ | Getty Images Planning to sell some investments this year? It’s less likely to affect your 2023 tax bill, experts say. Here’s why: The IRS made…
Tag: Financial Advisors
Pre-tax vs. Roth 401(k): Deciding which to use for retirement is trickier than you think
[ad_1] Prathanchorruangsak | Istock | Getty Images Whether you’re starting a new job or updating retirement savings goals, you may need to choose between pre-tax or Roth 401(k) contributions —…
When it makes sense to buy extra paper Series I bonds with your tax refund, according to experts
[ad_1] Jetcityimage | Istock | Getty Images If you’re trying to max out the yearly purchase limit for Series I bonds, your tax refund offers an opportunity to buy even…
IRS warns tax refunds may be ‘somewhat lower.’ With high inflation, that’s a ‘double whammy’ for families, says advisor
[ad_1] Bill Oxford | E+ | Getty Images If you’re banking on a tax refund, it may be “somewhat lower” than last year’s payment, according to the IRS. Typically, you…
These are the key tax forms you need to file your return — and when to expect them
[ad_1] If you’re expecting a refund this season, it’s critical to file a complete and accurate tax return to avoid “extensive processing” and delays, according to the IRS. One of…
Tax filing season has kicked off. Here’s how to get a faster refund
[ad_1] Drakula & Co. | Moment | Getty Images How soon to expect a tax refund after filing your return Typically, you will receive a refund within 21 days if…
Roth IRA conversion taxes may be trickier than you expect. Here’s what to know before filing — or converting funds in 2023
[ad_1] If you made a Roth individual retirement account conversion in 2022, you may have a more complicated tax return this season, experts say. The strategy, which transfers pretax or…
‘Don’t wait until March’ to hire a tax pro, says advisor — 3 moves to make before the 2023 tax filing season opens
[ad_1] mediaphotos | E+ | Getty Images Enlist tax prep help One of the first things to consider: Will you be filing your own taxes this year or tapping an…
How to balance retirement and emergency savings in a shaky economy
[ad_1] Jamie Grill | Getty Images It’s not easy to prioritize financial goals, especially when choosing between two essentials in an unsteady economy: saving for retirement or building your emergency…