WHAT TO BRING TO YOUR TAX APPOINTMENT
Dependents names, DOB, SSNs
Child care expenses and provider information
Pension, retirement income 1099-Rs
Social security income SSA-1099
Interest and dividends income 1099-INT, 1099-DIVs
Sales of stock and bonds 1099-B
College tuition statement 1098-T
Student loan interest 1098-E
Health Savings Account Distribution 1099-SA
Medical expense, mortgage interest statement Form 1098, property tax, charitable donation
Business income and deductions
Gambling winnings W-2 G
Prior year tax return
Direct deposit bank routing & account number
Having a financial plan to prepare your for retirement is essential, and figuring out how much money you'll need to put aside each month to reach your retirement income goals is a necessary step.
There are many reasons you might consider refinancing your mortgage, including lowering your monthly payment, getting rid of your private mortgage insurance, or to take cash out of the equity of your home.
Invest or Payoff Debt
If you have extra cash, what should you do with it...invest it or payoff your debts? If it's high interest debt you have, you're almost always better off paying down your debt. But you can compare here.
Car Loan VS Lease
This calculator will provide your likely monthly car lease payment. Should you lease rather than buy your car? There are other issues to consider besides the monthly payment.