by briesterer@thinkvisionary.com | May 4, 2021 | Individuals, Newsletter
[vc_row][vc_column][vc_column_text] Refunds for Nontaxable Unemployment Compensation The IRS is automatically refunding money to eligible people who filed their tax return reporting unemployment compensation before the recent changes made by the American Rescue Plan....
by briesterer@thinkvisionary.com | May 3, 2021 | Newsletter
[vc_row][vc_column][vc_column_text] Avoiding Tax Surprises When Retiring Overseas Are you approaching retirement age and wondering where you can retire to make your retirement nest egg last longer? Retiring abroad may be the answer. But first, it’s important to...
by briesterer@thinkvisionary.com | May 2, 2021 | Newsletter
[vc_row][vc_column][vc_column_text] Saving for Education: Understanding 529 Plans Many parents are looking for ways to save for their child’s education and a 529 Plan is an excellent way to do so. Even better, is that thanks to the passage of tax reform...
by briesterer@thinkvisionary.com | May 1, 2021 | Newsletter
[vc_row][vc_column][vc_column_text] Common Errors to Avoid When Filing a Tax Return While not all mistakes on tax returns cause delays in refunds, some do. 1. Not using electronic filing. While this isn’t necessarily a mistake per se, filing electronically is the best...
by briesterer@thinkvisionary.com | Apr 5, 2021 | COVID-19, Newsletter
[vc_row][vc_column][vc_column_text] Economic Impact Payments: Round Three On March 12, following the American Rescue Plan Act’s approval and signing, the IRS began sending out the third round of Economic Impact Payments. Most payments were sent out via direct...
by briesterer@thinkvisionary.com | Apr 3, 2021 | COVID-19, Newsletter
[vc_row][vc_column][vc_column_text] Coronavirus-Related Distributions and Loans The Coronavirus, Aid, Relief, and Economic Security (CARES) Act made it easier to access savings in IRAs and workplace retirement plans for those affected by the coronavirus. This relief...
