by Craig Moser on March 22, 2019
You may have seen people grumbling on social media about smaller tax refunds this year. Major media outlets (NY Times, USA Today, Washington Post, etc.) are reporting the average tax refund check is lower this year. Many think the tax […]
Continue Readingby Craig Moser on November 30, 2018
I frequently see people losing money to taxes. Usually it’s because they don’t consider (or understand) the impact different types of investments have on taxes. The trade-off of getting tax efficient is accepting short-term costs for long-term benefits. Below are […]
Continue Readingby Craig Moser on November 16, 2018
New Year’s Eve is still more than a month away. So why not avoid any last-minute fire drill and start your year end financial planning now? Do it now while you still have time to increase your retirement savings, and […]
Continue Readingby Craig Moser on August 24, 2018
Summer is almost over and children are either back in school, or soon will be. It’s a good time to review what 2018 has held so far. Did you get married or send a child to college? Did you retire […]
Continue Readingby Craig Moser on July 27, 2018
There’s an old saying, “you can pick your friends but you can’t pick your family!” Even if we could, no one would pick Uncle Sam because he always wants your money; even when you retire. Have you thought about paying […]
Continue Readingby Craig Moser on June 1, 2018
Have you thought about taxes and your future? We all know the government has bills to pay. To do that, they need tax revenue. Generating that tax revenue is debated with two primary choices. Either ask a smaller percentage of […]
Continue Readingby Craig Moser on April 6, 2018
Many retirement plans don’t require taxes during the accumulation phase. However, at some point, you always pay taxes on income. There is no skirting it. Because you withdraw from those tax-deferred retirement plans during retirement, you also pay taxes on […]
Continue Readingby Craig Moser on February 23, 2018
The Tax Cuts and Jobs Act made substantial changes to our tax laws. Most tax brackets changed, most deductions are eliminated, and qualified retirement plans are affected. Are you wondering what the new law means for your IRA? Here are 4 […]
Continue Readingby Craig Moser on November 17, 2017
Have you ever wondered how the IRS receives all that financial information? The short answer is forms. Lots and lots of IRS forms! According to Reference.com, the IRS website contained 896 different tax forms in 2015. And while the data […]
Continue Readingby Craig Moser on August 25, 2017
If you’re like most people, you’ve probably wondered at some point, “Do I need to file an amended tax return for that?” To help answer that question, here are seven common errors, and whether you should you file an amended […]
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