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Tax Time FAQs 2023
Here are some helpful links and dates for the 2022 tax year as well as answers to some frequently asked questions.
In Bloom!
This time of year, everything is in bloom with spring in the air and all the joys of summer just around the corner. Whether you are looking forward to (or possibly dreading) summer vacation from school, a trip or family vacation, or just a bit of warmer weather, May is a time of beauty and anticipation. But May has often been greeted warily by investors as we have all heard the old phrase “Sell in May and walk away.” Historically, it’s true that the summer months have experienced some volatility with low trading volume since Wall Street [...]
Kevin’s Corner: The Case for Bonds
As stocks rose strongly to finish out 2016 and with the Fed poised to increase interest rates, I have had several clients ask why we are still holding bonds. The obvious reason, of course, is income. Bonds pay regular interest and, if you are retired or rely on your portfolio for your income needs, bonds are an important source of funds that allow you to take money out of the portfolio without reducing your principle. There is another, equally important, reason, however. If you’re a regular reader of our quarter-end and mid-quarter market commentaries I’m sure you [...]
Tax Reference Guide for 2017
A new year brings adjustments to our tax rates, standard deductions, exemption amounts, retirement plan contribution limits, and more. In this quick guide, we want to help you prepare for the year ahead by sharing some of the limits and rates that you might reference throughout the year. Keep in mind that these numbers are NOT to be used to file your 2016 tax returns this April. The general information provided below is from Prudential Financial’s annual Easy Reference Tax Guide. It is not meant to cover all situations so please consult your tax professional for answers [...]
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