Apr 27, 2026 | Uncategorized
If you’re currently evaluating financial aid awards for your college-bound child, it’s important to understand what types of assistance are taxable. In general, free-money scholarships, fellowships, grants and tuition “discounts” are nontaxable. However, they must be...
Apr 24, 2026 | Uncategorized
Do you have both traditional and Roth accounts within your employer’s 401(k)? If so, and you’re willing and able to pay taxes now — and you’d prefer not to pay them in retirement — consider an in-plan rollover. That is, your plan may allow you to transfer funds from...
Apr 23, 2026 | Uncategorized
The IRS now offers a new online Tax Debt Help tool (https://bit.ly/4cgNsjf ) to make addressing outstanding tax balances easier. The free resource uses interactive questions to help taxpayers understand their situation and see payment or resolution options. Those...
Apr 22, 2026 | Uncategorized
When you change jobs, what should you do with the money in your employer-sponsored retirement plan? You could roll over the balance to a new employer’s plan, but rolling it into an IRA may give you broader investment flexibility. Neither type of rollover is taxable,...
Apr 17, 2026 | Uncategorized
After you’ve filed your 2025 tax return, what’s next? It’s easy to move on to other things, but taking a little time to address some tax-related items now can help you stay organized and avoid issues later. Here are a few to-dos. Check your refund status If you’re...
