How Do I Claim Gambling Winnings and Losses on My Taxes?
All gambling winnings are technically considered taxable income, but you’ll only automatically be provided with a Form W2-G (or 1099-MISC) if you meet certain w…
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All gambling winnings are technically considered taxable income, but you’ll only automatically be provided with a Form W2-G (or 1099-MISC) if you meet certain w…
Planning for a successful and fulfilling retirement isn’t easy. In addition to establishing predictable and adequate income for the next several decades, you al…
Universal advice about maximizing tax savings in retirement is hard to come by because every retirement saver and retiree’s situation is different. For example,…
The United States has made some huge strides toward equality in the past several decades, but women still face unique challenges when it comes to retirement. Th…
If you’re a retiree, your income may be largely or entirely derived from specific retirement savings tools you invested in during your working years. Common exa…
Have you and your spouse discussed when you’ll begin claiming your Social Security benefits? Do you know how much SSI you’ll receive each month and the potentia…
The basic steps for preparing taxes ahead of Tax Day, whether you’re still working or retired, should include: Gather all necessary tax documents, such as W-2s …
The two biggest exchanges for trading equities in the United States are the New York Stock Exchange (NYSE) and the National Association of Securities Dealers Au…
Are you an adult with a checking account? Congratulations, you have an “estate.” One of the most common misconceptions about estate planning pertains to who nee…
Saving for retirement is one of those tasks that is simple to do yet difficult to master. Choosing automatic contributions in an employer-sponsored retirement p…
The retirement planners at Fullerton Financial Planning believe there are three separate pillars that are vital to a stable, long-lasting retirement plan. These…
Traditional retirement savings products fall into one of four categories: annuities, investments, retirement accounts and life insurance. Each type generates an…