Popular Articles
Roth IRA
What is a Roth IRA? A Roth IRA is an individual retirement account (IRA) in which money grows tax-free and come out tax free. What are the Roth IRA income limits for 2022? Roth IRA income limits for the 2022 tax year are $144,000 ($153,000 in 2023) ...
Health Saving Account
The Magic Of HSA The Health Savings Account or HSA is one of the most powerful pieces of a well-designed health care strategy. The HSA puts you in control of your own healthcare strategy. It is helping you to save on taxes, cut costs, and build ...
Real Estate Income Tax Planning
Understanding Real Estate Investor Classifications- Real estate investing can be a good strategy for building wealth and reducing your taxes. There are three categories the IRS uses to classify real estate investors: Passive Investor Passive ...
How to Qualify as a Real Estate Professional?
The IRS Publication 925 establishes the criteria necessary to qualify as a real estate professional for tax purposes. There are a few different ways to look at these rules, but generally speaking investors are required to spend a certain amount of ...
Export Chase Bank Statements into Excel
Step 1: Log In To Your Chase Account Go to the Chase home page. (https://www.chase.com/) Enter your Username and password. Click “Sign In.” Step 2: Download Transactions In An Excel File Once logged in, click on the account to access transaction ...