Understanding How Inherited IRAs Work

Understanding How Inherited IRAs Work

IRAs are designed to help individuals save for retirement, but what happens to these funds if the account owner passes away? When setting up an IRA, you have the option to designate a beneficiary who will inherit your IRA if you die. If you don’t assign a beneficiary,...
Taxes on Severance Pay: Key Points to Keep in Mind

Taxes on Severance Pay: Key Points to Keep in Mind

Economic downturns often result in layoffs, particularly in industries like tech. For some employees, the bright spot in these challenging times is a severance package. If you’ve received one, it’s natural to feel overwhelmed. While taxes may not be top of...
Understanding Income Statements

Understanding Income Statements

What Are Income Statements? Income statements, often referred to as profit and loss (P&L) statements, are financial reports that summarize an entity’s performance over a set time period. These documents are crucial for businesses and individuals alike,...
6 Tax Moves to Make Before the Summer’s Over

6 Tax Moves to Make Before the Summer’s Over

This summer, taxes are most likely the last thing on your mind, but bear with us! In fact, the summer is a great time to do a mid-year financial review and evaluate your tax status. Here are some summer tax decisions you can make to save yourself some money come tax...