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The Treasury Department is partnering with TaxAct, TaxSlayer and Intuit’s TurboTax to encourage tax filers to open retirement savings plans.
January 14 -
What the government returns can go right into an IRA for added benefits now and in the future. Plus, keep a parent's savings alive, even if they're not.
January 11 -
Here's how clients can get around income limits and continue making contributions. Plus, tips for updating a client's financial plan now and dramatically increasing wealth after the IRS gets paid.
January 4 -
Although the year is ending soon, it's not too late to implement some planning moves that can improve a client's tax situation for 2016 and beyond. This article reviews some actions that clients can take before December 31 to improve their overall tax picture.
December 27Thomson Reuters Checkpoint -
Here's how clients can boost their returns before the president-elect enacts the reforms he's promised, and other items in our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
December 21 -
As the end of the year approaches, many of us are focused on taking advantage of tax break opportunities before another year begins.
December 16Thomson Reuters Checkpoint -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
December 11