Tag Archive for: ira contributions

Tax Refunds 10.2% Higher Than Last Year, With An Average Refund Of $3,800

Even though 2025 has ended, you still have time to potentially increase your refund or reduce the taxes you owe before the April 15 deadline. There are a few strategies to consider.

Trump Accounts Aren’t Exactly ‘Tax-Free,’ As President Said. Here’s How They Work

Created under the 'Big Beautiful Bill', the accounts will function similarly to a traditional IRA once a child turns 18, according to guidance issued in December by the U.S. Department of the Treasury and the IRS.

The 401(k) And IRA Contribution Limits For 2025: Here’s How Much You Can Save

The IRS sets annual caps on contributions to both workplace and individual retirement plans that fluctuate to keep up with inflation. See the 2025 contribution limits that were just announced.

Tax Extension Deadline Is Oct. 17: Three Common Errors To Watch Out For, Advisors Warn

If you’re looking to meet the Oct. 17 tax extension deadline, make sure you don’t skip key forms as you’re rushing to the finish line, experts say. CLICK ON THE HEADLINE FOR MORE

Three Tax Moves to Make Before July 15

Now that the July 15 date is rapidly approaching, it's about time to tie up any loose tax details you may have left hanging back in March. CLICK ON THE HEADLINE FOR MORE

Five Mistakes To Avoid When Filing Taxes Early

Why file your taxes early? Why leave taxes hanging over your head until April and then spend a stressful week trying to complete your return? However, early birds should also be careful and take care to avoid mistakes that negate the benefits of an early return. CLICK ON THE HEADLINE FOR MORE