Due to the coronavirus pandemic, the due date for filing federal income tax returns and making tax payments has been postponed by the IRS from Wednesday, April 15, 2020, to Wednesday, July 15, 2020.
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If you’ve been watching the market lately, perhaps the first question on your mind is, “Should I make a big change in my investments?”
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During the last week of February 2020, the S&P 500 lost 11.49% — the worst week for stocks since the 2008 financial crisis — only to jump by 4.6% on the first Monday in March (1).
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Tax basis can be important when deciding whether to make gifts now or transfer property at your death.
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If you have the opportunity to contribute to both a 401(k) and a health savings account (HSA), you may wonder how best to take advantage of them.
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