In this episode, Dan Sipe and Ed Zurndorfer help feds navigate through this new stimulus payment’s eligibility criteria. They also discuss ways to adjust your annual gross income (AGI) for…
In this episode, Dan Sipe and Ed Zurndorfer discuss the key factors that should influence your refinancing decision and help you identify mortgage financing tools that best fit your financial…
In this episode, Dan Sipe and Ed Zurndorfer address the most common tax filing complications that feds are facing this year
In this episode, Dan Sipe and Ed Zurndorfer help you do so by digging into various rules and regulations that might affect your capital gains taxes.
Ed goes through the complete process that he recently followed while claiming his own Social Security benefits.
Dan Sipe and Ed Zurndorfer explore the five different types of tax filing statuses and discuss how they vary significantly based on the tax rates. They also talk about a…
In this episode, Dan Sipe and Ed Zurndorfer provide valuable insights into how the Consolidated Appropriations Act of 2020 affects your tax situation and Social Security benefits. They also discuss…
In this episode, Dan Sipe and Ed Zurndorfer are back with multiple strategies to help feds optimize their tax situation, and achieve the maximum benefits on their Social Security.
In this episode, Dan Sipe and Ed Zurndorfer have come up with a list of ten essential year-end planning tips. They improvise on some of the strategies from last year…
In this episode, Dan Sipe and Ed Zurndorfer discuss how, with only a few days left in December, you can implement some last-minute tax-saving moves that can potentially save you…