Tax 101 - How to Prepare for Tax Season

Posted by Creekmur Staff on 9:00 AM on February 8, 2021

Ready or not - here it comes! Tax filing can be confusing and stressful. Here's a few things you can do to make this process a little smoother.   

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Topics: Tax withholding, taxes, Tax Forms

Retirees, Check Your Withholding

Posted by Creekmur Wealth Advisors on 11:07 AM on September 25, 2018

It may need to be adjusted due to the 2017 federal tax reforms.

The Internal Revenue Service has a message for you. You may need to adjust the amount withheld from your paycheck or the size of your estimated tax payments because the agency is using new withholding tables this year. Should you underpay your taxes for 2018, you could be hit with a tax penalty in 2019.1

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Topics: Uncategorized, Required Minimum Distributions, Retirement, RMD, Tax withholding, Taxes in Retirment

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