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When planning for retirement, most people focus on how much they need to save and what their federal tax obligations will be. However,...

When it comes to saving for retirement, every dollar counts—and so does every tax break. One of the most overlooked benefits available to...

When you enter retirement, you shift from saving money to spending it—and how you withdraw that money can make a significant difference...

Many retirees are surprised to learn that their Social Security benefits may be subject to federal income tax. While Social Security was...

Dreaming of retiring before age 59½? You’re not alone—but accessing your retirement funds early can come at a cost. Typically,...

If you’re changing jobs, retiring, or simply seeking better investment options, rolling over your 401(k) into an IRA can be a smart move....

Smart Strategies for a More Tax-Efficient Retirement When planning for retirement, most people focus on saving enough money to support...

If you’ve been diligently saving for retirement using tax-deferred accounts like a traditional IRA or 401(k), congratulations — you’ve...

When planning for retirement, choosing between a Traditional IRA and a Roth IRA can significantly impact your long-term financial...

When it comes to saving for retirement, two of the most popular vehicles are the Individual Retirement Account (IRA)  and the 401(k) plan...

1. Missing or Incorrect Personal Information Even small errors like a mistyped Social Security Number (SSN), misspelled names, or wrong...

Landing your first job is a huge step—congratulations! While the first paycheck is exciting, it also comes with a new responsibility:...

Inflation isn't just a headline in the news—it has real, long-term effects on your wallet, your savings, and your financial goals....

Raising a child as a single parent is a rewarding but challenging journey. Amid the everyday responsibilities and financial pressures,...

When people think about life insurance, they often see it as a tool for income replacement or final expenses. But at Avalon Tax &...

When planning for retirement, most people focus on saving money — 401(k)s, IRAs, pensions, and Social Security. But what often gets...

When most people think about life insurance, they focus on the peace of mind it provides—knowing loved ones will be financially supported...

For many families planning for college, a 529 plan is the go-to solution. These state-sponsored savings plans are widely promoted for...

When it comes to managing your business finances, understanding the difference between tax preparation  and tax planning  is essential....

Just as you set aside time each year to file your taxes, it’s equally important to review your life insurance policy annually. At Avalon...