Should You Make After-Tax, Non-Roth 401(k) Contributions

If you participate in a company 401(k) plan, you already know that you can make pre-tax contributions up to the annual elective deferral limit to a traditional, tax-deferred account. If your 401(k) plan offers a […]

By |2026-07-26T15:12:28-07:00July 26th, 2026|Individual Tax Briefs|Comments Off on Should You Make After-Tax, Non-Roth 401(k) Contributions

Protect Yourself from Fraudsters Impersonating the IRS and Other Tax Scams

Tax scammers continue to target taxpayers through email, text messages, phone calls and regular mail. They often try to create urgency or fear to trick victims […]

By |2026-07-26T12:37:26-07:00July 26th, 2026|Individual Tax Briefs|Comments Off on Protect Yourself from Fraudsters Impersonating the IRS and Other Tax Scams

Moving to a New State? Review the Tax Implications First

Whether you’re relocating for work, retirement, family or lifestyle reasons, state taxes can have a significant financial impact. Taxes vary widely from state to state. And establishing residency for tax purposes may be more complicated […]

By |2026-07-12T10:50:01-07:00July 12th, 2026|Individual Tax Briefs|Comments Off on Moving to a New State? Review the Tax Implications First

What You Need to Know About Filing an Extension – and Minimizing Penalties

If you don’t have everything ready to complete your federal individual income tax return by the April 15 deadline, you can request an automatic extension. Filing […]

By |2026-06-06T15:14:10-07:00June 6th, 2026|Individual Tax Briefs|Comments Off on What You Need to Know About Filing an Extension – and Minimizing Penalties
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