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Deciding what’s better to take a loan or distribution from retirement income is no easy task. An essential piece of advice always to remember is your retirement income should be saved and used for, you guessed it, retirement! However, as people get… Read More

On this episode we talk to an estate planning attorney, Ted Gudorf, J.D., LL.M., about buying hunting property with a group of buddies as well as some of the things to consider when passing down your hunting property to your children. Read More

It is important to plan for retirement. Many people save additional funds outside of their pension or Social Security for retirement — often using 401(k)s, Traditional IRAs, or Roth IRAs. However, most people forget to calculate for taxes that… Read More

The tax deadline passed this year, and you have not filed your Ohio State Tax Return. You are not alone. Many taxpayers procrastinate. It is easy to get busy and put your taxes to the side, while you wait to receive all the necessary forms. Before yo… Read More

Filing state taxes when you are serving in the military can be complicated and confusing. If you are on active duty and stationed in another state or overseas, you should have state taxes taken out of your pay for your Home of Record (HOR) or state o… Read More

Around this time of year, many people find themselves asking if their Social Security benefits are taxable? For most Americans, Social Security benefits, including Social Security Disability Income and Social Security Supplemental Income (SSI), are n… Read More

You know you cannot afford to pay your tax bill this year. Things just got away from you and the filing deadline, usually April 15th, is creeping closer and closer. Some taxpayers find themselves wanting to ignore the dreaded news of how much they ow… Read More

If you are self-employed, a business owner, or earn other types of income not subject to withholding, you need to complete an estimated tax return and make quarterly payments to the United States Treasury (IRS) and Ohio Department of Taxation. Someti… Read More