Insights

 

3 min read

What You Need to Know About Form 8606 (and Other IRA Tax Rules)

Even if you’ve been paying taxes for decades, you’ve probably only ever encountered a fraction of the tax forms made available by the IRS. Form 8606 is one that may be familiar only to certain taxpayers with IRAs. This form has a few specific...

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3 min read

Stop Searching for Business Accounting Tips and Call Your Accountant

The Internet is an incredible resource, but not an infallible one. Because anyone can contribute,...

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1 min read

S1E9 | Psychology of Money Pt.4

“Progress happens too slowly to notice and setbacks happen too quickly to ignore. As soon as...

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1 min read

S1E8 | Year-End Tax Planning

“Taxes aren’t just a thing that you let happen and figure out afterward. It really should be a...

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3 min read

Retirement Planning for Freelancers and Independent Contractors

Being your own boss makes a lot of things easier. Retirement planning isn’t necessarily one of...

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4 min read

Which College Savings Account is Right for Your Family?

There’s a certain kind of middle-of-the-night worrying that’s unique to parents and guardians of...

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1 min read

S1E7 | Psychology of Money Pt.3

“What we have to remember is that investing has a price, but it's not a dollar and cents price. ...

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1 min read

S1E6 | Credit Scores

“Having a good credit score basically means you're a low risk person. That’s what it really boils...

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1 min read

S1E5 | Psychology of Money Pt.2

“Money can't buy happiness because once you get that boat and car, you just think ‘onto the next...

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1 min read

S1E4 | Homeowners Associations

“The first question that people have to ask themselves when considering a homeowners association...

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