Category Archives: Uncategorized

Do You Need to File a 2019 Tax Return?

Most people file a tax return because they have to, but even if you don't, there are times when you should - because you might be eligible for a tax refund and not know it. The tax tips below should help you determine whether you're one of them.General Filing RulesWhether you need to file a…
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Retirement Savings: Leave, Take, or Roll

Retirement Savings: ┬áLeave, Take, or Roll If you're about to switch employers or retire, you may wonder what to do with the money you have in your employer's retirement plan. Generally, you have four choices, each with very different consequences. Leave You may leave the money where it is, provided your former employer's plan permits…
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