by SEO | Apr 19, 2020 | Uncategorized
Understanding COVID-19 IRA Guidelines In this article, we explain how you may be able to take money from your IRA and other retirement accounts, avoid early withdrawal penalties, and have generous options on repayment (or not). We also explain when you don’t have to...
by Molen & Associates | Oct 4, 2026 | Tax Planning
Giving to charity is rewarding in its own right — but with the right tax planning, it can also reduce your federal income taxes. The challenge is that many taxpayers don’t receive any meaningful tax benefit from their charitable donations because of how...
by Molen & Associates | Sep 27, 2026 | Tax Planning
By October or November, most of the year’s financial picture is clear: you know roughly what your income will be, whether you’ve had unusual capital gains, whether business income will be up or down. That clarity is what makes late fall the right time to...
by Molen & Associates | Sep 6, 2026 | Tax Planning
Most people conflate these two things, but they are fundamentally different services — and confusing them is expensive. Tax preparation is what happens after the year ends. Tax planning is what happens before. The difference in outcome between someone who does only...
by Molen & Associates | Aug 7, 2026 | Uncategorized
Funding officially opened on July 4, 2026 for Trump Accounts, the new child savings program created under the One Big Beautiful Bill Act (OBBBA) and codified in the tax code as Section 530A. If you have kids or grandkids under 18, or you’re expecting a child in...