Taxes

Secure 2.0, What’s in it and why it matters

In the midst of all the chaos that comes with the whole Christmas season, you may not have realized that as part of the massive Omnibus Bill signed by Congress to avert a government shutdown, significant legislation was passed related to your retirement accounts. The SECURE Act of 2022 commonly [...]

Straight scoop on taxes

This past week, President Biden addressed Congress and the American people to make his case for a 1.8 trillion dollar spending bill targeted at families and education called the American Families Plan. He has proposed to pay for this additional government spending through tax increases targeted at corporations and wealthy [...]

By |May 4th, 2021|Categories: Economy, News & Events, Taxes|

Many options in forming a tax strategy

It’s tax season again. As part of Stewardship Capital’s continued focus on giving back to the community, I recently became a certified tax preparer through the Volunteer Income Tax Assistance Program. In cooperation with the Community Services League, I volunteer to provide free tax preparation services to low-income and elderly [...]

By |February 19th, 2020|Categories: Retirement, Taxes|
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