This handout discusses the importance of having a will. Issues such as property passing at death and probate are also discussed.
Read MoreThis handout highlights the rules regarding the exception to the 10% penalty for early retirement distributions. The handout also discusses the possible risks involved in implementing this strategy.
Read MoreThis handout provides valuable information about how assets and income affect the financial aid application process. The handout includes asset and debt strategies to help with the planning process.
Read MoreTaxpayers who are victims of identity theft may find that the thieves have filed a fraudulent income tax return. This handout provides guidance on the steps the taxpayer should take to file their return as well as specific things to do to prevent future problems.
Read MoreThis handout identifies expenses for homeowners which are deductible as itemized deductions. It also includes a chart for home mortgage debt limits.
Read MoreThis handout highlights the various types of retirement accounts along with the contribution limits and rules. The handout also includes information on qualifying for the Retirement Savings Contribution Credit.
Read MoreThis handout explains the calculation of income to determine what amount, if any, of Social Security benefits are taxable. It also provides strategies to prevent Social Security benefits from becoming taxable.
Read MoreThis handout gives individuals a quick checklist of how to protect themselves upon notification of identity theft. It also provides information on credit counseling and debt management plans.
Read MoreThis handout provides a high-level Overview of the financial planning process. Taxpayers can gain valuable information on personal financial planning and income tax planning.
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