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American Rescue Plan Act Provides Relief to Individuals and Businesses

On Thursday, March 11, 2021, the American Rescue Plan Act of 2021 (ARPA 2021) was signed into law. This is a $1.9 trillion emergency relief package that includes payments to individuals and funding for federal programs, vaccines and testing, state and local governments, and schools.


Due Date for Federal Income Tax Returns and Payments Postponed to May 17

No interest, penalties, or additions to tax will be incurred by taxpayers during this approximately one-month relief period for any return or payment postponed under this relief provision.


CARES Act 2020

Provisions for Individuals, Employers and More - COVID-19 Update.


How to Protect Yourself Against Identity Theft

Now more than ever, it's important to safeguard yourself against identity theft. Here are some steps you can take to protect your personal and financial information.


There's Still Time to Contribute to an IRA for 2018

Even though tax filing season is well under way, you have until your tax return due date (not including extensions) to contribute. You may also be able to contribute to an IRA for your spouse for 2018.


Steve Linden - Alliance Wealth Management Group - 2019 Five Star Wealth Manager

Steve Linden has once again received the Five Star Professional award featured in New Jersey Monthly.


Tax-Advantaged Ways to Save for College

In the college savings game, all strategies aren't created equal. The best savings vehicles offer special tax advantages if the funds are used to pay for college, so that you can potentially accumulate more money over time.


Understanding Defined Benefit Plans

Though it's easy to do, don't confuse a defined benefit plan with another type of qualified retirement plan, the defined contribution plan (e.g., 401(k) plan, profit-sharing plan). As the name implies, a defined benefit plan focuses on the ultimate benefits paid out.


Understanding Social Security

Although most people receiving Social Security are retired, you and your family members may be eligible for benefits at any age, depending on your circumstances.


Deciding What to Do with Your 401(k) Plan When You Change Jobs

When changing jobs, it's essential to consider the continued tax-deferral of these retirement funds, and, if possible, to avoid current taxes and penalties that can eat into the amount of money you've saved.


Saving for Retirement and a Child's Education at the Same Time

You want to retire comfortably and you also want to help your child go to college. So how do you juggle the two? You may be able to reach both goals if you make some smart choices now.


Medicare Open Enrollment Begins October 15

The Medicare Open Enrollment Period begins on October 15 and runs through December 7. Any changes made during Open Enrollment are effective as of January 1, 2019.


Taxation of Investments

It's nice to own stocks, bonds, and other investments. Nice, that is, until it's time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how are they taxed?


U.S. Fiscal Issues: Larger Deficits Are Driving Up Debt

According to the most recent Congressional Budget Office (CBO) projection, the federal budget deficit for fiscal year 2018 will reach $793 billion, or 3.9% of gross domestic product (GDP).


Interest Rates Rise on Federal Student Loans for 2018-2019

Interest rates on federal student loans are set to rise for the second year in a row. This table shows the interest rates for new loans made on or after July 1, 2018, through June 30, 2019.


IRS Releases Updated Form W-4 and Withholding Calculator

These updated tools can help you check your 2018 tax withholding to determine if it's still appropriate following passage of the Tax Cuts and Jobs Act in December 2017