top of page
The Big Data Blog
When Should You Start Social Security Benefits
Before deciding to collect Social Security benefits, consider these tips to help you make an informed decision. TIMING MATTERS If you...
Jul 19, 20232 min read
20 views
0 comments
Roll Over Excess 529 Funds to a Roth IRA
Starting in 2024, 529 educational savings plans will become even more attractive with enhanced tax benefits. If your student receives...
Jun 15, 20232 min read
19 views
0 comments
Tax Return Extensions
You are entitled to a six-month extension if you need more time to file your tax return by the April 18 deadline, but you must let the...
Mar 7, 20231 min read
12 views
0 comments
Generation-Skipping Transfer Tax Basics
The generation-skipping transfer tax (GSTT) is another transfer tax akin to the gift and estate tax. WHAT IS THE GSTT The GSTT applies to...
Mar 7, 20232 min read
9 views
0 comments
2023 Tax Updates
Note these 2023 tax updates for both businesses and individuals. PAYROLL TAXES For 2023, the limit on wages subject to Social Security...
Mar 7, 20232 min read
45 views
0 comments
bottom of page