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The United States of America and the world at large are still grappling with the health and economic effects of the COVID-19 pandemic, and while the health ramifications of the pandemic shouldn’t be
For taxpayers who filed an extension on their 2019 federal income tax return, the Internal Revenue Service deadline to file their return is on or before October 15, 2020.
For the month of September, Insight Wealth Strategies chose to partner with Madison Park Academy located in Oakland, California. Due to the current COVID-19 pandemic, many
For investors, there is unfortunately no magic wand or crystal ball that will lead to riches. But saving and investing wisely can open individuals up
Don’t let the pandemic distract you from your goals It is very easy to put your goals on hold during a time of extreme uncertainty. However, this
Individuals nearing retirement who have pensions often have the option of taking that pension in the form of a monthly annuity payment for life or as a lump sum payment taken at retirement. There are a lot of factors that go into deciding between the annuity and lump sum options, and there are benefits and drawbacks to both.
For American taxpayers who haven’t yet filed, the 2020 filing deadline for the 2019 tax year is almost here. Due to the COVID-19 coronavirus pandemic, the Department of the Treasury and the Internal Revenue Service (IRS) extended the filing deadline for tax returns from April 15 to July 15, 2020.
Under normal circumstances, withdrawals from retirement plans and IRAs taken by an individual prior to age 59½ are subject to an additional 10 percent tax or penalty. With the passage of the CARES Act in March, that penalty has been waived for withdrawals taken between January 1, 2020 and December 31, 2020.
On June 19, 2020, The Internal Revenue Service announced guidance via Notice 2020-50 for COVID-19 coronavirus-related distributions from retirement plans under the CARES Act. Through
