Tag: ROI Tax

42. ROI TAX SERIES 6 OF 8 – REAL ESTATE AND TAXES

ROI Disclosures: https://tinyurl.com/32dtv228 Tune in today as Lance, Rob, Adrian, and Sue discuss and answer your questions about taxes when it comes to real estate. Links Mentioned: https://turbotax.intuit.com/tax-tips/rental-property/selling-rental-real-estate-at-a-loss/L2RKgClm4 https://themilitarywallet.com/organize-tax-documents/ https://www.taxslayer.com/blog/how-to-organize-receipts-and-records-for-taxes/ https://housewifehowtos.com/get-organized/organize-your-documents-for-tax-filing/ https://roi-fa.com https://roi-tax.com https://delavan-realty.com https://www.directorsmortgage.com/loan-officer/adrian-schermer

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Saving for Retirement With a 401(K) and IRA

Some people focus on saving for retirement with an employer-sponsored 401(k), while others use an IRA — but did you know that you can have both? Funding a 401(k) and IRA can help boost your retirement savings, but it’s not a one-size-fits-all strategy. Here are the basic requirements, contribution limits and tax considerations you need […]

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5 Online Security Best Practices to Know

We bank, shop, schedule doctor’s appointments, and share photos and life updates online. With the constant threat of cybercrime and online fraud, how can you keep your sensitive information safe and protect your online privacy? You probably already have the basics covered, but it’s never a bad idea to review the best ways to protect […]

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38. ROI TAX SERIES 2 OF 8- MAKING YOUR 2021 TAX FILINGS SIMPLE

Tune in for part 2 of an 8 part series as Lance, Rob, Adrian, and Sue talk about how you can make your 2021 tax filings very simple. Links mentioned: According to IRS.gov https://www.irs.gov/credits-deductions/2021-child-tax-credit-and-advance-child-tax-credit-payments-topic-a-general-information

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Ideas for Creating a Family Giving Plan

Do you and your family want to make a positive impact in the world? Your family can create a plan for charitable giving to help fund nonprofits that support causes you care about. Philanthropy can also bring families together and serve as a beneficial tax strategy. So how do you build an effective giving plan? […]

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5 Ways to Help Manage Multiple Goals

Retirement is a huge goal, but it probably isn’t your only financial objective. Other significant milestones in your future might be buying a second home, taking your dream trip or helping your kids or grandkids with college. How do you manage – and make progress toward – multiple goals?

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