by OverviewFX | Jan 11, 2024 | taxes
A new year, a new tax return! It’s time to get started on your taxes. If you haven’t received all your tax forms, don’t worry. The IRS gives companies a deadline, so you should be receiving your tax forms soon if you haven’t already. You may also be able to easily...
by OverviewFX | Jan 11, 2024 | taxes
Whether you got married, moved into your first place, or started your second side-gig, we want to celebrate your big life moves. Tell us about the big moves you made last year for the chance to win a trip to Super Bowl LVIII in Las Vegas! That’s right – share the...
by OverviewFX | Jan 10, 2024 | taxes
If you were employed during 2023, you should receive your Form W-2 (officially known as the Wage and Tax Statement) from your employer soon since employers are required to send them out by January 31, 2024. If you were self-employed or worked on a contract basis with...
by OverviewFX | Jan 10, 2024 | taxes
Having a Roth IRA account in place for retirement is a responsible plan for the future. After all, you wouldn’t want to worry about your financial security when you’ve finally reached an age to enjoy the fruits of your labor. If you’re contributing to this type of...
by OverviewFX | Jan 10, 2024 | taxes
Under tax reform, you can no longer claim a dependent exemption beginning with tax year 2018, but you still need to know who qualifies as your dependent for other tax benefits like the Other Dependent Credit worth up to $500 for dependents who are considered...
by OverviewFX | Jan 10, 2024 | taxes
When I first started investing in the stock market, I wasn’t quite sure what I was doing. I wasn’t sure if my purchases would lose value the moment I bought them or if they would grow into exponential figures. I was also scared that my hard-earned money was going to...
