Injured on the Job? Understanding the Tax Impact of Your Settlement
Navigating the aftermath of a workplace injury is stressful enough without the added confusion of tax implications. If you’ve received
Continue readingAuthor: Jong Yoon, CPA
Medicare Income-Related Monthly Adjustment Amount (IRMAA) Surcharges for 2025
For Medicare participants with higher incomes, the 2025 Medicare Income-Related Monthly Adjustment Amount (IRMAA) may lead to additional monthly surcharges
Continue readingYour Guide to Medicare: Understanding Parts A to N
Medicare offers multiple parts and plans, each providing specific health care coverage options. This guide breaks down each part to
Continue readingUnderstanding How Dividends Are Taxed: A Guide to Qualified and Nonqualified Dividend Rates
Dividends are payments made to shareholders from a company’s profits, providing a way for investors to earn income from their
Continue readingSocial Security Spousal Benefits: What You Need to Know
Social Security spousal benefits can provide monthly income based on your spouse’s earnings record. This benefit can be a helpful
Continue readingWhat Happens When You Work While Claiming Social Security?
Starting Early and the Earnings LimitIf you start taking Social Security benefits before your “full retirement age” (FRA), currently between
Continue readingWarren Buffett’s Apple Share Sales and Cash Buildup: Understanding the Moves
Warren Buffett, often known as the Oracle of Omaha, has begun selling his shares in Apple—one of the most successful
Continue readingSocial Security Benefits in 2025
If you’re nearing retirement or already enjoying it, staying informed about changes in Social Security benefits is essential. These benefits
Continue readingWhat Is Form 1099-NEC for Nonemployee Compensation?
When businesses hire freelancers, independent contractors, or other non-employees, they use a specific tax form to report how much they’ve
Continue readingAfter-Tax Roth vs. Pre-Tax Plan Contributions: Which is Right for You?
When it comes to saving for retirement, employees often face a choice between two types of contributions to their retirement
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