We invite you to check out the new issue of Eye On Money! Inside are articles on:
- Year-end tax planning. You may be able to reduce your 2021 taxes if you act soon. Several tax-minimization tips and strategies for individuals are presented here. For specific advice, please consult us before the end of the year.
- Education tax credits. Don’t miss this one if you pay college tuition! You may be able to trim up to a few thousand dollars off your federal income tax bill if you are eligible to claim the American Opportunity Tax Credit or the Lifetime Learning Credit.
- Other ways to fund a Roth account. Even if your income is too high to contribute directly to a Roth IRA, you may still be able to fund a Roth retirement account.
- Three legal documents that can make a big difference in a medical emergency.
Also in this issue, you can check out articles on types of investment accounts and financial tasks you can tackle in under 30 minutes each. Plus, you can take an armchair tour of the Czech Republic, learn about five indoor gardens where you can bask in tropical warmth and greenery even in winter, and test how much you know about a few U.S. destinations.
Call, email, or book an apointment in our calendar if you have any questions.