by lindapowell | Mar 31, 2021 | Articles, In The News
What to know about your IRA, HSA, and more Previously, the Internal Revenue Service (IRS) announced that the federal income tax filing due date for individuals for the 2020 tax year had been automatically extended from April 15, 2021, to May 17, 2021.1 More time for...
by lindapowell | Mar 23, 2021 | Articles, Newsletters
https://conta.cc/3eV86Iy
by lindapowell | Mar 10, 2021 | Articles, In The News
Do you know what has changed for IRA beneficiaries? New inherited IRA rules took effect on January 1, 2020. The Setting Every Community Up for Retirement Enhancement (SECURE) Act became law on that day, altering the regulations on inherited Individual Retirement...
by lindapowell | Feb 12, 2021 | Articles, In The News
Are you considering refinancing your mortgage? Perhaps you want to shorten the term of your home loan. Maybe you have an adjustable-rate mortgage now and want to refi into a fixed rate. Or maybe you want to tap into home equity or consolidate debt. Whatever your...
by lindapowell | Jan 28, 2021 | Articles, Newsletters
https://conta.cc/2M0sKus
by lindapowell | Jan 21, 2021 | Articles, In The News
Explaining the many types of 1099 forms and their uses What is a 1099 form? This is a record of payment from an individual or entity, showing a payment, generated for your records. The individual/entity sends a copy to both the payee as well as the I.R.S.1 Who...
