What Makes ETFs Tax-Efficient?
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 high, which makes them a fantastic product to include in your...
The Numbers Say You Owe Taxes: What to Do Next
You have worked and sweated over your tax return. Maybe you even swore a time or two as you prepared this all-important document. You have crunched the numbers, and now you get a first look at the results of all your hard work. To your horror, the refund you had...
Mistakes Happen! That’s Why You Need Amended Return Insurance
Scared you’ll overlook a form or miss a deduction? Mistakes happen! Did you forget something? Need to make a change? That’s why Amended Return Insurance is so critical. For just $9.95 we’ll let you correct your tax return if you notice a mistake after you’ve filed....
IRS Offers Five Tips on Unemployment Benefits
Unemployment can be stressful enough without having to figure out the tax treatment of the unemployment benefits you receive. The IRS considers unemployment benefits taxable income. Unemployment compensation generally includes, among other forms, state unemployment...
Smart Moves to Make Before the April 18th Tax Deadline
The tax deadline is April 18th which means it’s now crunch time for last-minute filers. Here are some things to keep in mind as you prepare for Tax Day. Claim your tax refund Most people who file a tax return get a refund, so what are you waiting for? E-file now...
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