Category: Uncategorized
Retirement Account Withdrawals: Rules, Best Practices, and Strategies for 2026
By Surya Padhi, EA, CAA | Sure Financial & Tax Services Building a retirement portfolio…
2026-Donor-Advised Funds (DAFs): A Smart Tax Strategy for Charitable Giving in 2026
By Surya Padhi, EA, CAA | Sure Financial & Tax Services Giving to charity is…
Your 2026 Paycheck: How to Check If You’re Withholding the Right Amount of Tax
Surya Padhi, EA, CAA | Sure Financial & Tax Services Most tax refunds happen for…
Goodwill Donation Value Guide: IRS-Friendly Estimates for Tax Deductions
Disclaimer: This article provides general educational information and is not tax advice. For advice about…
Help! I Over-Contributed to My Solo 401(k): A Step-by-Step Recovery Guide
As a freelancer, small business owner, or “solopreneur,” the Solo 401(k) is arguably your most…
Roth 403(b) vs Traditional 403(b): Which Retirement Plan Is Right for You
When planning for retirement, choosing the right investment vehicle can make a significant difference in…
Navigating the 2025 Tax Year: SALT Deduction vs. Standard Deduction
The 2025 tax year brings a new landscape for taxpayers, thanks to the “One Big…
Maximizing Retirement Savings: The Backdoor Roth IRA Strategy
As you may know, direct contributions to a Roth IRA are subject to income limits,…
IRS INTEREST RATE FOR 4TH QUARTER, 2024
Issue Number: IR-2024-220 WASHINGTON — The Internal Revenue Service today announced interest rates will…
What address should I use for my LLC?
In the United States, as in most countries, when registering a business, you will need…