by Naveed Lodhi | Nov 22, 2024 | Tax Tips & Planning
The information in this article is up to date for tax year 2024 (returns filed in 2025). Understanding tax brackets is crucial for planning your finances. They determine the federal income tax rates you’ll pay on different portions of your taxable income. For the 2024...
by Naveed Lodhi | Nov 21, 2024 | Tax Tips & Planning
The information in this article is up to date for tax year 2024 (returns filed in 2025). Saving for retirement can feel a bit like climbing a mountain. There are lots of paths to take, and the journey can seem daunting. Two popular paths are IRAs and 401(k) plans....
by Naveed Lodhi | Nov 20, 2024 | Tax Tips & Planning
The information in this article is up to date for tax year 2024 (returns filed in 2025). Are you feeling the pressure from rising health insurance premiums? You’re not alone. As medical expenses climb, many taxpayers are left wondering if health insurance premiums are...
by Naveed Lodhi | Nov 19, 2024 | Tax Tips & Planning
The information in this article is up to date for tax year 2024 (returns filed in 2025). Did you know you can file your taxes online now and pay nothing out of pocket? With a refund transfer1, you can have your tax preparation fees deducted directly from your federal...
by Naveed Lodhi | Nov 19, 2024 | Tax Tips & Planning
The information in this article is up to date for tax year 2024 (returns filed in 2025). When you e-file your tax return, the IRS requires your prior year AGI (Adjusted Gross Income) or your Self-Select PIN. This serves as your electronic signature, helping the IRS...
by Naveed Lodhi | Nov 18, 2024 | Tax Tips & Planning
The information in this article is up to date for tax year 2024 (returns filed in 2025). You’ve done your taxes and now you can relax while you wait for your tax refund. Usually after 24 hours, you can start tracking your money using the “Where’s My Refund?” tool on...