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Jan 42 min read
Can I access Roth contributions without paying taxes or a penalty?
While tax-deferred retirement plans penalize early withdrawals, Roth IRAs allow penalty-free access to contributions before age 59.5, ...


Oct 21, 20243 min read
Should I keep track of my itemized deductions?
While itemizing personal tax deductions can benefit those with substantial mortgage interest, medical expenses, or charitable ...


Sep 19, 20242 min read
Do I need to file a Beneficial Ownership Information report?
Starting this year, most small business entities must file a Beneficial Ownership Information (BOI) report with FINCEN, identifying ...


Aug 15, 20242 min read
When I retire, is my Social Security taxable?
Whether your Social Security benefits are taxable depends on your combined income, with up to 85% of benefits potentially subject to ...


Jun 18, 20242 min read
Which QuickBooks Online plan is best for me?
Intuit's QuickBooks Online offers various subscription levels, with Simple Start now being recommended for many one-person startups due ...


May 15, 20242 min read
Why estimated tax payments are important in the current environment?
Taxpayers earning income not subject to mandatory withholding, like business profits or investment gains, are encouraged to make ...


Jan 11, 20242 min read
Do I need to report gifts and pay gift tax to the IRS?
For tax purposes, gifts generally do not need to be reported by the recipient, but the donor must file a gift tax return if the gift ...


Dec 6, 20232 min read
When is my business required to report payments on Form 1099-NEC?
The 1099-NEC form is used to report nonemployee compensation of $600 or more, primarily for services, but there are various exceptions, ...


Nov 17, 20232 min read
Should I use an IRA to invest in real estate?
A self-directed IRA allows real estate investment with potential tax benefits, but it involves complexity, strict regulations, and ...


Oct 31, 20232 min read
Why are interest rates so high? Ten risks of runaway inflation
Inflation, a rise in prices, can lead to various economic risks such as reduced purchasing power, increased uncertainty, higher interest ...


Oct 11, 20232 min read
As a start-up, do I need bookkeeping software?
For start-ups with limited capital and straightforward operations, it's often best to manage finances using a separate business account ...


Apr 24, 20232 min read
Your business is set-up: What's next?
With an aim to efficiently drive sales and profitability, early-stage marketing strategies include content marketing, ...


Mar 17, 20232 min read
Should you hire employees or use contractors?
Deciding whether to hire employees or use contractors depends on factors like the nature of the work, control needed, resources ...
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