FINANCIAL REPORTS FOR INDIVIDUALS

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5 Commonly Overlooked Deductions

Personal exemptions, using a credit card to your advantage, home equity deduction limits and IRA funding tricks and how to avoid early withdrawal penalties are all very important strategies for individual taxpayers.

Financial Planning Checklist For Individuals

Once you've finished with your year-end filing and your return is on its way to the IRS, take a minute to consider these questions concerning short and long-term financial goals, IRAs, Keoghs, employee benefits, your children(s)' education, emergency funds and many others. These planning techniques can help you decide if the money you have left over is really left over money!

Changing Jobs? Don't Forget Your 401(k)

A simple misstep in your approach on how to handle your 401(k) savings can easily kill half of what you've saved! A simple rollover might be one of the easier, and more financially rewarding, ways to handle this situation. This article explains this in greater detail with a very powerful example of how penalties and taxes can really hurt your plan if not handled correctly.

Commuter's Tax Break

The Transportation Equity Act for the 21st Century has made many new deductions available for commuters. This article explains how it works, if you're eligible or not, and how you can easily use it to save money on your taxes.