There are a variety of tax deductions and credits available to people who save for retirement. Retirement accounts such as 401(k)s and IRAs are a popular way to save for…
Tag: taxes
How to Save Money on Taxes in 2023
It’s officially tax season. If you’re looking for ways to save money on your taxes, we want you to know that the financial professionals at CKS Summit Group are here…
Am I Due a Tax Refund in 2022?
TAX SEASON IS UNDERWAY! The IRS announced that the 2022 tax filing season opened this Monday (January 24th, 2022). It’s the third coronavirus pandemic tax filing season, and again, that’s…
Get SMART About Your Retirement!
As the saying goes, there are only two certainties in life; death and taxes. The act of paying taxes is often a painful and miserable experience for most, but there…
Loan Forgiveness Could Lead to Unexpected Taxes After Death
Loss is hard. Taxes can make it harder. (more…)
What To Do If You Inherit an IRA
We know IRAs come with their own set of rules–minimum age for withdrawals, required minimum distributions after a certain age, taxes, and penalties to enforce them. But what happens when…