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Taxable or Tax-Deferred Account: How to Pick

Use our guide to decide which assets belong in a taxable account and which go into a tax-advantaged account. ....

Nellies Huang , Tax Deferred Account ,

Five Ideas for Your Tax Refund


Five Ideas for Your Tax Refund
A tax refund is a return of your money. Here are some tips on how to improve the results.
Author:
Note to Self: This year’s tax deadline has reverted to the usual April 15
th. This will make most tax preparers happy as they seem OK remaining trapped inside their offices during the first two weeks of April but were not as cheerful when they missed the 4
th of July 2020 because the filing deadline was temporarily extended to July 15
th.
Brad Wright, CFP
Let’s assume you file your tax return on time, and you are due a refund. That news always seems to be received better than if you owe Uncle Sam. Think about that for a moment though: you are receiving a refund of your own money, which you lent to the government for FREE. This was not a lottery win. The government is not sharing “extra” money with you, nor any interest for the privilege of using ....

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