Blog Category
Tax Topics For Individuals
2022 Retirement Planning
A common concern for a lot of folks is if and when they will have enough money saved to retire. Here are some ways you can plan for…
Automatic Taxpayer Refund
Beginning in May, Indiana taxpayers who filed a 2020 income tax return can expect to receive a one-time deposit of $125 from the…
Are My Social Security Benefits Taxable?
For years you’ve seen your paycheck take a hit for social security contributions. Now you are retiring, and it’s…
Contribution Bunching
With recent changes to the tax law, fewer people are able to itemize deductions on their tax returns. As a result, many who…
New IRS Individual Online Account – Why You Should Have One
Beginning in 2021, IRS created an online account option for individual taxpayers. This is an easier way to find out information…
What Can I Do Now To Make Tax Filing Easier?
The IRS has put out a list of recommendations for tax filers to make the tax return process less painful in 2022. With taxpayers…
What Isn’t In The House’s BBB Legislation
On November 19, 2021 the US House of Representatives passed the long-awaited $2 trillion Build Back Better…
Is 2021 The Last Chance To Do A Back-Door Roth IRA?
Roth IRAs provide the ability to make an after-tax contribution and never pay tax on the earnings. Unfortunately, taxpayers whose…
Tax-Free Conversion of US Savings Bonds to 529 Plans
There is a possible exclusion of US Savings Bond interest income if the bonds are cashed in and used for qualified higher education…
2021 Retirement Planning
A common concern for a lot of folks is if and when they will have enough money saved to retire. Here are some ways you can…
Disclaimer: The information contained in Dulin, Ward & DeWald’s blog is provided for general educational purposes only and should not be construed as financial or legal advice on any subject matter. Before taking any action based on this information, we strongly encourage you to consult competent legal, accounting or other professional advice about your specific situation. Questions on blog posts may be submitted to your DWD representative.