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New law provides relief for eligible taxpayers who need funds from IRAs and other retirement plans

New law provides relief for eligible taxpayers who need funds from IRAs and other retirement plans

by ezTaxReturn Expert Staff | Aug 25, 2020 | IRS & Government, Retirement & Social Security, Tax Tips & Planning

Reading Time: 2 minutesThe Internal Revenue Service provided a reminder today that the Coronavirus Aid, Relief, and Economic Security (CARES) Act can help eligible taxpayers in need by providing favorable tax treatment for withdrawals from retirement plans and IRAs...
How to Save $1 Million for Retirement

How to Save $1 Million for Retirement

by ezTaxReturn Expert Staff | Mar 27, 2020 | General Discussion, Personal Finance, Retirement & Social Security, Saving Money

Reading Time: 3 minutesYou can’t just speak being a millionaire into existence.  You need to create a plan and follow through.  There are 18.6 million people in the United States who have at least 7 figures in their bank account.  If you play your cards...
Why You Should Join Your Employer’s 401k Plan

Why You Should Join Your Employer’s 401k Plan

by ezTaxReturn Expert Staff | Jan 29, 2020 | General Discussion, Personal Finance, Retirement & Social Security, Saving Money

Reading Time: 2 minutesForty-six percent of Americans have no money saved for retirement, but it’s not too late to start. Contributing to a 401k is a hassle-free way to build wealth and earn tax breaks. If you’ve been iffy about joining your employer’s...
The Financial Benefits of Marriage

The Financial Benefits of Marriage

by ezTaxReturn Expert Staff | Jul 9, 2019 | General Discussion, Personal Finance, Retirement & Social Security, Saving Money

Reading Time: 3 minutesWhen you get married life as you know it begins to change and mostly for the better.  Saying “I do” can help you live longer, sleep better and you’re less likely to be depressed.  Marriage also comes with numerous financial benefits including...
Summer Tax Planning Tips

Summer Tax Planning Tips

by ezTaxReturn Expert Staff | Jun 5, 2019 | General Discussion, Personal Finance, Retirement & Social Security, Tax Tips & Planning

Reading Time: 3 minutesWe’re halfway through the year which means if you haven’t started tax planning it’s time to get the ball rolling.  We want you to save as much money as possible when you file next year.  Here’s what you need to do to put yourself in a...
6 steps for achieving your financial goals

6 steps for achieving your financial goals

by ezTaxReturn Expert Staff | Jan 14, 2018 | General Discussion, Personal Finance, Retirement & Social Security, Saving Money

Reading Time: 2 minutes1 in 3 people who create New Year’s resolutions break them by the end of January. If you’re tired of setting financial goals and not following through, we have some tips to help you achieve your goals this year. Set SMART goals Stop setting...
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