The news is in, and it’s scary: Americans are falling behind the rest of the world when it comes to financial literacy. A recent study of 29,000 teens across 18 industrialized countries found that financial literacy rates in the United … Continue reading
Category Archives: General Tax
20 November 2017
Stu talks about the Income Tax implications of drawing from an IRA
Do you have questions about withdrawing from your IRA? We like to describe the potential growth in an IRA as a bell curve, hopefully growing up over the years, and then slowly being drained over the rest of your life … Continue reading
19 November 2017
Quick Income Tax Tip to Start the 2017 filing Season
Welcome to the 2017 Income Tax Filing Season. Electronic submissions start January 29, But many of you won’t file until March or April or beyond. Quick tip: Contact your tax advisor right away to see how tax reform affects your … Continue reading
16 November 2017
Stu chats TAX Reform with Win Damon on FM 96.3 Joppa radio
Tax reform is front and center these days as potential plans for reform are being pushed and are in ASAP mode. As usual there are so many stories and claims to this extremely huge issue. After reviewing dozens of articles … Continue reading
I spoke with Win Damon last week about Mr. Trump’s income tax plan. His plan would cut taxes and lead to higher incomes for taxpayers at all levels of income, including the wealthy and the super wealthy. In many ways … Continue reading
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