What You Should Know About CTC and EIP Letters
Have you received these letters in the mail from the IRS? Here’s what they mean for your 2021 tax return.
Market Update: What Can Investors Look Forward to in 2022?
With interest rates and inflation rising, how can investors prepare for the coming year?
Year-End Inflation Update: How Does Inflation Look at the End of 2021?
As 2021 ends, how will rising inflation affect investors?
7 Strategies to Make Tax Efficient Withdrawals in Retirement
Seven strategies to maximize tax efficient withdrawals during retirement without penalty. Read our guide so you can start saving money today!
Are Backdoor and Mega-Backdoor Roth IRA Conversions on the Chopping Block?
Changes and limitations may be coming to Roth IRA and Mega-Backdoor Roth IRA conversions.
2021 Economic Mid-Year Outlook: Where Are We Headed?
What is the remaining economic outlook for 2021?
What is the SALT Deduction?
California residents can take a SALT deduction, but what is it?
Understanding Taxes and Stock Gains
Understand how stocks can impact your tax returns for this year with help from the team at Chatterton and Associates. Reach out for tax planning help today!
What Changes Can We Expect to See from Biden’s Administration?
Taxes, healthcare, retirement: here are some of the changes we can expect to see from the Biden administration.
Georgia Runoff Election: What It Means for You
What does the Democratic Georgia election win mean for President Biden’s agenda and how might it affect taxpayers?
How Will Biden’s Tax Plan Affect Your Taxes?
An overview of Biden’s tax plan and how it may affect your taxes in 2021 and beyond.
September 2020 Webinar: A Year of Isolation and Mounting Uncertainties
Need information that can help you make rational financial decisions in this time of mounting uncertainty? Join us for our next webinar on September 15, 2020.
