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...
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 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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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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