Tools & Forms
Tax-Deferred vs. Tax-Free Investments
When investing your money it is essential to be fully aware of the tax implications. Investments are taxed differently, and you need to do what…
Deducting Investment Interest
Over the years, many new types of investment vehicles have emerged. The good news is that the interest paid on money used to generate income…
The Tax Implications of Paying Interest
Add up the interest you're shelling out each month, and by years' end you might be shocked at how big a bite it takes out…
The Standard Deduction vs. Itemized Deductions
What’s the Difference & What Can You Claim on Your Tax Return? Ah, things were much simpler when you were young. When it was time to file…
Tax Calculators
Online tax calculators are helpful tools for anyone looking to compute their tax liability, estimate their tax refund, or simply better manage their finances. While…
Information for IRS Tax Form 5498
If you’ve got an IRA (whether it’s a traditional, Roth, SEP, or SIMPLE) you might receive a copy of IRS Form 5498 each year. And…
Information for IRS Tax Form 1099-MISC
Tax Form 1099-MISC is commonly used among self-employed professionals to report profits from services performed for other organizations. If you are a sole-proprietor and were…
Information for IRS Tax Form W-4
The purpose of Tax Form W-4 is simple ? it is used by your employer to withhold the proper amount of federal income tax from…
