Year-End Tax Tips to Maximize Your Deductions
Are you overpaying the IRS? Here’s what you need to do before year-end to maximize your tax deductions and credits — and keep more cash in your wallet.
How to Maximize Your Tax Refund for 2023
Want to maximize your 2023 tax refund? CPA/CFA Charles Renwick explains how W2 employees can open up a world of deductions with one simple strategy.
What Silicon Valley Bank’s Failure Can Teach Us about Retirement Planning
There’s an important lesson for all of us in Silicon Valley Bank’s failure, especially when it comes to retirement planning. CFA/CPA Charles Renwick explains.
What Happens to Your 401(k) When You Quit?
When you quit your job, what should you do with your 401(k)? CFA/CPA Charles Renwick walks through it step by step and explains your options.
Why Do People Get Audited by the IRS?
Want to know how to avoid an IRS tax audit? CFA/CPA Charles Renwick explains. Learn what triggers an IRS audit and how to avoid one this year.
Roth vs Traditional IRAs: Which Should You Choose?
CFA/CPA Charles Renwick explains how to choose between traditional vs Roth IRAs, with examples, plus converting to a Roth IRA in a bear market.
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