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Best Investments for Boosting Your Tax Refund
If you're like most taxpayers, you're expecting a tax refund this year. The average refund amount for tax year 2020 was $3,100. If you want to boost your tax refund, consider investing in your retirement or your home before filing your taxes. Read more…

Deductions Allowed for Contributions to a Traditional IRA
The contributions you make to a traditional IRA account may entitle you to a tax deduction each year. Read more…

What Is the IRS Form 8880?
Are you eligible for the Saver's Credit? IRS Form 8880 will help you determine if you are eligible this credit for retirement savings. Here are the details. Read more…

ETFs vs. Mutual Funds: Understanding Which is Right for You
Exchange Traded Funds (ETFs) and mutual funds are collections of individual stocks, bonds, commodities, or other funds – or a combination of these. Read more…

What Is IRS Form 5498: IRA Contributions Information?
Form 5498: IRA Contributions Information reports your IRA contributions to the IRS. Your IRA trustee or issuer - not you - is required to file this form with the IRS by May 31. Read more…

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