College Scorecard

On a long drive to a client, I was listening to NPR and they had a group discussing the value of a college degree, was it still worth the expense and time. One of the voices mentioned that the Department of Education has website that compares each college by...

Keep Learning – Keep Producing

On a long drive to a client, I was listening to NPR and they had a group discussing the value of a college degree, was it still worth the expense and time. One of the voices mentioned that college spurs the beginning of true learning and balancing it with allowing...

Refunds – bank unverified

If a bank account is not verified (unverified) or the information entered is incorrect, a refund will typically be rejected by the receiving financial institution and returned to the sender. The funds do not usually disappear; instead, they enter a “limbo”...

Married Filing Separately and IRA/Roth Contributions

Married filing separately: IRA Deduction Amount and Modified AGI (MAGI) Limits for Traditional and Roth IRA Contributions For 2025, the maximum combined traditional IRA deduction or Roth contribution is $7,000 ($8,000 if age 50 or older). For taxpayers who are covered...

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