The rise of Bitcoin and other cryptocurrencies has captivated the financial world in recent years. Bitcoin, in particular, has seen remarkable surges in value, attracting both seasoned...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 11/30/2023
Planning for retirement is a crucial aspect of financial well-being, and the Internal Revenue Service (IRS) offers various tax-advantaged strategies to help individuals save and invest...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 11/27/2023
Tax-loss harvesting is a strategic technique that savvy investors use to minimize their tax liabilities while optimizing their investment portfolios. By deliberately selling investments...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 10/31/2023
Retirement is often viewed as a time of financial security and relaxation, but it can also be a period filled with potential tax-related pitfalls. Many retirees find themselves facing...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 10/23/2023
Annuities are financial products that have gained popularity as a retirement income option in recent years. They offer a way to provide a steady stream of income during retirement,...
Posted by Rosovich & Associates, Inc. on 10/23/2023
Dividend income is a source of financial growth and stability for many investors. While the Internal Revenue Service (IRS) typically taxes dividend income, certain types of dividends...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 10/10/2023
When managing finances, individuals and businesses often encounter situations where they lend money to others and, unfortunately, face the risk of non-payment. Such instances of bad...
Posted by Rosovich & Associates, Inc. on 08/17/2023
Cryptocurrencies like Bitcoin, Ethereum, and others have become increasingly popular investments in recent years. As with any investment, it is important to understand the tax implications...
Posted by Rosovich & Associates, Inc. on 06/09/2023
Local and state governments sell municipal bonds to investors to help fund public projects like repairing a public park or building a new school. While municipal bonds pay tax-free...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 05/27/2023
