The Numbers Say You Owe Taxes: What to Do Next
The information in this article is up to date for tax year 2024 (returns filed in 2025). You’ve worked hard on your tax return. Maybe you even swore a few times during the process. But after crunching the numbers, you’re met with a shocking reality: you...
Income Tax Withholding and Estimated Tax Payments
The information in this article is up to date for tax year 2024 (returns filed in 2025). Didn’t ask your employer to withhold enough taxes? You may have a tax liability on your hands due to insufficient federal tax withholding. A tax filer can end up paying more than...
What is Adjusted Gross Income (AGI)?
The information in this article is up to date for tax year 2024 (returns filed in 2025). Adjusted gross income (AGI) impacts your eligibility for specific deductions, credits, and programs, and helps determine your overall tax liability. Here’s a quick breakdown...
What Makes ETFs Tax-Efficient?
The information in this article is up to date for tax year 2024 (returns filed in 2025). Whether you’re an investment expert or you’re new to the practice of investing, it’s important to consider the tax implications of your investments. ETF tax efficiency can be very...
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