Daniel G. Mazzola - dgmazzola@americanportfolios.com
Daniel P. Mazzola - dpmazzola@americanportfolios.com
Daniel G. Mazzola - dgmazzola@americanportfolios.com
Daniel P. Mazzola - dpmazzola@americanportfolios.com
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.