Skip to content
Trusted Answers From Licensed Business Professionals

Energy Tax Credits for Your Home

That’s right, you can get tax credits for having a green home. The first place to start is improving home insulation which also results in a lower energy bill. But, we’ll get to that later — here are the specifics on the home insulation tax credit. Read More.

Share |

Back to School Purchases And Tax Write-Offs

As we enter the back to school season, we would like to remind teachers, college students & parents of college students to save receipts especially for education related expenses. Don’t find yourself in the situation of misplacing a receipt and forgetting to take advantage of the tax credits and deductions that are available to you. Read More.

Share |

2010 And Beyond is Important for IRA Tax Planning

For those of you that aren’t aware, starting in 2010, traditional IRA holders will be able to convert into a Roth IRA, even if your household earns over $100,000 in modified adjusted gross income a year. Currently, traditional IRA holders can only convert if their modified adjusted gross income for the year is under $100,000 (refer to IRS Publication 590). Read More.

Share |

Can I Withdraw From a SEP-IRA or Tax Deferred Annuity?

Technically, you can ALWAYS withdraw from your Simplified Employee Pension (SEP-IRA) or your Tax Deferred Annuity. However, we would not advise withdrawal before you reach the age of 59 1/2.
-or-
Share |

Recently Laidoff? The Stimulus Package Offers Some Help

With President Barack Obama Signing the $787B Stimulus Bill on February 17th, 2009, the unemployed can now save a few bucks. Read More.

Share |

Stimulus Package Gives Students Some HOPE

Along with helping the unemployed, the stimulus package offers some additional relief for students. However, student loan limits will remain the same which could end up hurting a lot students looking to apply to college. However, there were some bright spots in the plan. Read More.

Share |

Considering Liquidating Your IRA?

We all have heard of the saying that desperate times require desperate measures (Hamlet) but in these difficult times many should re-consider liquidating their IRAs. Read More.

Share |

Overcoming College Tuition

I think we’d all agree that college is a blast. Unfortunately, there are some parts of college that just aren’t too much fun — like paying for it. If you are one of the lucky ones and have rich parents than good for you. But, the majority of us will likely be stuck paying off student loans for years. If you are in this majority, as lame as it sounds, proper research and planning is essential to reducing your student loans which may be a burden on you for years. Read More.

Share |