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WealthUp is a place for people of all ages to learn about money, discover their financial selves, and develop the skills they need to grow their nest egg.
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Wondering whether your tax situation calls for a hired gun to sort things out and minimize what you pay? We detail several instances where outsourcing your taxes to a professional make perfect sense.

#tax #taxes #taxprep #taxpro #cpa #taxseason

https://wealthup.com/when-to-hire-tax-professional/

When Should You Hire a Tax Pro? 15 Times It Makes Sense

Even if you have a DIY approach to tax prep, some items still call for consideration of hiring a tax pro. Here are 15 times it makes sense.

WealthUp

Deemed the single greatest anti-poverty program in the United States, the earned income tax credit can pay working families up to $7,430 in 2024 (for 2023 returns). Learn about how it works, how to claim it, and if you're eligibile.

#tax #taxes #earnedincome #eitc #earnedincomecredit

https://www.msn.com/en-us/money/taxes/grab-up-to-7-430-with-this-tax-break-for-workers-20-miss-it/ss-BB1h84YC?cvid=f8816de2361f4266cf8883b8736b2e2b&ei=12&ocid=socialshare

MSN

Tax season is nearly upon us. We've got those due dates (and the whole calendar year!) covered for you.

#tax #taxes #taxduedate

https://wealthup.com/when-are-taxes-due/

When Are Taxes Due? [2024 Tax Deadlines]

Federal income tax returns are due in April, but there are a lot of other important tax deadlines during the year you need to know about.

WealthUp

Have a look at these low-cost funds from Vanguard to hold in your health savings account, a special way to save for healthcare expenses (or as a second IRA) in a triple-tax-advantaged way.

#hsa #money #investing #personalfinance

https://wealthup.com/best-vanguard-funds-hsa/

Best Vanguard Funds to Hold in an HSA

Want to maximize your HSA's potential? These Vanguard retirement funds are fee- and tax-smart solutions.

WealthUp

If the thought of doing your own taxes keeps you up at night, it’s better to just hire a tax preparer to file your return this year. But that comes with its own set of scary problems. Here are a few stress-free tips for finding a reliable tax preparer.

#tax #taxes #taxprep #taxpro #taxhelp

https://wealthup.com/picking-tax-preparer/

Avoid a Terrible Tax Preparer: Insider Tips to Find a Great Pro

Follow these steps to take the stress out of finding an honest, dependable, and competent tax preparer.

WealthUp

Have interest in some super cheap, super diversified funds to hold in your IRA? Take a look at these top Vanguard funds.

#ira #retirement #investing #indexfunds

https://wealthup.com/best-vanguard-retirement-funds-ira/

Best Vanguard Retirement Funds for an IRA

Want to maximize your IRA's potential? These Vanguard retirement funds are fee- and tax-smart solutions.

WealthUp

Curious how your retirement savings compare to the recommended levels by age? Have a look at where you stack up and what you can do to get yourself on track.

#investing #retirement #saving #savemoney

https://www.msn.com/en-us/money/retirement/retirement-savings-goals-broken-out-by-age/ss-AA1nc3q9?cvid=c5344358160744ced614eab74a019fa1&ei=11&ocid=socialshare

MSN

A new free filing program from the IRS is launching in a pilot form this tax season. To see what the program covers and whether you qualify to test it out, have a look.

#tax #taxsoftware #taxes #taxfiling #taxseason

https://wealthup.com/irs-direct-file/

What Is IRS Direct File [And How Does It Work?]

Want to file your tax return directly with the IRS without a cost? That option might be coming sooner than you think with the Direct File program.

WealthUp

In the investment landscape, there’s an exclusive group of dividend stocks known as the “Dividend Kings.” And they exemplify the remarkable benefits of long-term, stable investing. We cover the 13 largest companies in the vaunted group and what you need to know.

#dividends #investing #stocks #dividendkings

https://wealthup.com/best-dividend-king-stocks/

13 Dividend Kings for Royally Resilient Income

Each of these stocks boasts at least a half-century of interrupted dividend growth, putting them among the best income names in all the land.

WealthUp

Looking to update your 401(k) plan in 2024? Might we suggest having a look at these top Vanguard retirement funds purpose-built for a workplace retirement plan.

#vanguard #retirement #investing

https://wealthup.com/best-vanguard-retirement-funds-401k-plan/

Best Vanguard Retirement Funds for a 401(k) Plan

Trying to maximize your 401(k)'s portfolio potential? Be tax-smart and fee-thrifty with these five Vanguard retirement funds.

WealthUp