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8 Tax Tips Not to Miss Out On

  • by secure_tax
  • Posted on 20 February, 2020

1. Reinvested dividends This isn’t really a tax deduction, but it is a subtraction that can save you a lot of money. And it’s one that many taxpayers miss. Many people have mutual fund dividends automatically invested in extra shares, remember that each reinvestment increases your “tax basis” in the stock or mutual fund. That, in turn, reduces the amount of...

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Ways the New Secure Act Could Affect You

  • by secure_tax
  • Posted on 08 January, 2020

By Bryan Spencer, President On Dec. 20, President Trump signed into law the Setting Every Community Up for Retirement Enhancement Act (Secure Act). The n...

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IRA and Retirement Plan Limits for 2020

  • by secure_tax
  • Posted on 03 January, 2020

IRA contribution limits The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2020 is $6,000 (or 100% of your earned income, if les...

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Ten Year-End Tax Tips

  • by secure_tax
  • Posted on 04 December, 2019

1. Planning pays off Effective planning gives you a good understanding of your current tax situation, as well as a reasonable estimate of how your situat...

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