Subhead Resources Virginia

Tax Considerations for Separating & Divorcing Couples

While there are many considerations for couples separating or divorcing, one impacted area that can often be overlooked...

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Preparing for Tax Season and Document Retention

A new year is a good time to start thinking about what you'll need to do before filing your taxes. It should come as no...

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Tax Checklist for Newlyweds

As you begin your new life as a married couple, you’re likely not thinking about your taxes. After saying “I do”,...

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Charitable Giving Can Be A Family Affair

As families grow in size and overall wealth, a desire to "give back" often becomes a priority. Cultivating...

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Making Tax-Free Gifts of Tuition

The annual gift tax exclusion allows someone to give up to $16,000 (in 2022) to any person in a calendar year ($32,000...

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Charitable Contributions from IRAs

Did you know that, if you are at least 70½ years old, you can make tax-free charitable donations directly from your...

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Funding a Roth IRA

With the potential for tax-free retirement income, Roth Individual Retirement Accounts (IRAs) may be appealing...

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Pros and Cons of a Roth IRA Conversion

Roth Individual Retirement Accounts (IRAs) can help round out your entire retirement picture. Because of this, many...

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Converting Retirement Savings to Income

During your working years, you've probably set aside funds in retirement accounts such as Individual Retirement...

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Working During Retirement

Are you planning on working during retirement? If so, you're not alone. An increasing number of employees nearing...

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