Expansion of Pay As You Earn Program for Student Loans
President Obama expanded the Pay as You Earn program to include borrowers who took out federal student loans before October 2007 and those who stopped borrowing by October 2011.
Q&A Time: Sweep Accounts, Flex Spending Accounts and Insurance Penalties
Is a flex spending account worth it? We discuss the tax savings in our “Money Talks” Q&A Segment.
Q&A Time: H&R Block, Fresh Del Monte Produce and Sanderson Farms
The “Money Talks” hosts address listener questions on food stocks, H&R Block and our assumptions on the market for six to 10 years.
In the News: Mid-Year Reviews Can Help with 2014’s Challenges
With the future of Section 179 expensing uncertain, businesses should ensure they’re on track to minimize their taxes. We explain in this week’s Marietta Daily Journal. Read the Article
QuickBooks Tip: Clean Your Company File
Is QuickBooks crashing? Are you missing data? Mistakes in your reports? Oh my! Your company file may be too big. Read what to do in this QuickBooks Tip.
IRS Guidance Limits Employer Pre-Tax Subsidies
The IRS prohibits employers from paying tax-free funds to employees to buy individual policies of health insurance. Learn more in this Insurance Tip.
Are You In Danger of an Audit?
While only 0.9% of all federal tax returns were audited, 85% of those audited owed additional taxes. Find out if you’re at risk in this week’s Tax Tip.
Are Government Bonds Risk Free?
The hosts of “Money Talks” address a listener’s question on government bonds. Troy Harmon, CFA, Mark Bendinelli, CFA and Nick Antonucci discuss why government bonds are generally deemed risk free. They also address the factors you should consider to minimize your risk and our recommended duration for holding fixed-income securities in the current interest rate…
How Much Annual Income Can Your Retirement Portfolio Provide?
Withdrawing retirement assets is an art: too much and you may run out of money; too little and you may not enjoy it. Learn how to balance it in this week’s Financial Tip.
Withdrawing Assets from 529 Plans for Higher Education Expenses
John W. Dickson, C.P.A., CVA, of Henssler Financial, explains how distributions from 529 Plans can be taken tax free, the documentation you should keep in case of an audit, and why coordinating your withdrawals with education tax credits is important.