• Employees Have Until Tax Filing Deadline to “Recharacterize” 2018 IRA Contributions

    This week’s column discusses the “recharacterization” of IRA contributions. Under the Tax Cuts and Jobs Acts of 2017, the new tax that became effective Jan. 1, 2018, those individuals who made the wrong type of IRA contributions may still undo their contributions through recharacterization. The column explains the recharacterization process, including IRS required forms and deadlines. View More

  • Under the new tax law, does it make sense to pay off one’s mortgage?

    The Tax Cuts and Jobs Act of 2017 (TCJA) has changed the rules as to whether homeowners should pay off their existing home mortgage debt. This week’s column discusses these rule changes resulting from TCJA’s passage Among them are the doubling of the standard deduction and the limitation of the home equity loan and line of credit interest deduction. View More


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