Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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Will Power
According to a recent report, only 42% of American’s have estate planning documents, such as a will or living trust.1…
Social Security – Maximizing Benefits
Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that…
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. Blurbs: There are…