Tax and other financial consequences of tax-free bondsOctober 12, 2022Educational ArticlesIf you’re interested in investing in tax-free municipal bonds, you may wonder if they’re really free of taxes. While the…Read More
Investing in the future with a 529 education planOctober 10, 2022Educational ArticlesIf you have a child or grandchild who’s going to attend college in the future, you’ve probably heard about qualified…Read More
Worried about an IRS audit? Prepare in advanceOctober 5, 2022Educational ArticlesIRS audit rates are historically low, according to a recent Government Accountability Office (GAO) report, but that’s little consolation if…Read More
Year-end tax planning ideas for individualsOctober 4, 2022Educational ArticlesNow that fall is officially here, it’s a good time to start taking steps that may lower your tax bill…Read More