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    Tax13 Articles

    Form 1040

    Tue, Mar 26, 2024

    Tax Credits vs. Tax Deductions: What’s the Difference?

    Get the lowdown on exemptions, above-the-line deductions, refundable vs. nonrefundable credits, and savings you might not have considered.

    A man folds his arm on the table while he holds a book open under a lamp

    Tue, Dec 19, 2023

    9 Smart Money Habits Multi-Millionaires Do Differently

    Contrary to popular belief, most wealthy people don’t become rich from one brilliant money move. Instead, most multi-millionaires build wealth over time through healthy money habits. Affluent Americans often share these 9 habits – and the good news is that people of almost any income level can apply them to their own financial lives.

    Wed, Oct 4, 2023

    Should You Make Catch-Up Contributions?

    Catch-up contributions can be excellent financial tools for investors who need to, well, catch-up. However, they can also be a useful financial tool, even if you already are on track to have a financially comfortable retirement.

    Tue, Sep 26, 2023

    Tax-Advantaged Ways to Gift Money to Heirs

    Consider these 3 ways to gift money to your heirs—without racking up your tax bill.

    Wed, Sep 20, 2023

    The Tax Cuts and Jobs Act Will Go Away after 2025. Here’s How to Prepare.

    Several tax cuts and exemptions could disappear overnight when the Tax Cuts and Jobs Act goes away after 2025. So, what should you do? Plan ahead, and discover the actions you can take now to ease the burden later.

    Wed, Sep 13, 2023

    Planning to Do a Backdoor Roth IRA? Here's How to Get Your Tax Reporting Right

    Don’t let your backdoor Roth IRA backfire on you! Make sure you have the correct documents and process in place when it comes time to report your backdoor Roth IRA to the IRS—here’s what you’ll need, and how to do it.

    6 Sources of Retirement Income

    Special Report

    6 Sources of Retirement Income

    Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.