Learn More

As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2021 Tax Return

Reviewing tax returns can be daunting and difficult given the many state and federal complexities and often changing rules. Tracking your exposure to various taxes (e.g. ordinary income tax, capital gains tax, the alternative minimum tax, the net investment income tax, etc.), and your rights to various credits and deductions, requires time and effort.

To assist you in reviewing your filings, we have a checklist that outlines nearly two dozen considerations to help guide you through your returns and circumstances.

SHOULD I ROLL OVER MY DORMANT 401(k)?

401(k) plans and IRAs have unique features that may be beneficial to you depending on your unique circumstances. Deciding whether or not to rollover your previous employer's retirement fund involves more considerations than fees and investment selection.

Search
Posts are coming soon
Stay tuned...