Accounting and Financial Services
A Repository of Information
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Use Our Resources to Plan Your Finances Better
Types of Resources
- Refund tracker
- Mortgage calculator
- Loan calculator
- Your taxes
- Recommended links
- Business owners
- Education planning
- Estate planning
- Retirement planning
- Social security
- Newsletters
Get Your Refund Quickly
Learn More About Our Recommended Links
- Published by the Office of the Federal Register, National Archives and Records Administration (NARA), the Federal Register is the official daily publication for rules, proposed rules, and notices of Federal agencies and organizations, as well as executive orders and other presidential documents.
- Your favorite government agency!
- Current and historical conversion rates for 164 currencies are available. "You can view any exchange rates among the 164 currencies for any day since 1 January 1990 through today. The currency converter is updated daily at 8:00 p.m. EST."
- "The Savings Bond Calculator" helps you manage your savings bond inventory. This Windows application allows you to maintain an inventory of your bonds and determine the current redemption value, earned interest, and other information. You can also print your bond inventory, providing you with an important record if you ever need to replace any of your savings bonds. The Wizard makes it easy and fun to manage your savings bond investment!
- US Department of the Treasury
- A ton of information on federal legislation, congress and committees. Provides many useful links not only within the federal government, but also to state legislative sites.
Bootstrap Your Business With These Valuable Resources
Types of Resources
- Benefits and retirement plans
- Insuring a business
- Starting a business
- Transferring or selling a business
- Benefits and retirement plans
- Business planning basics
- Choosing an entity
- Insurance planning
- Tax planning
- Transferring or selling a business
- Business succession planning alternatives
- Advertising a business
- Employee benefits and other issues
- Home-based businesses
- Incorporating a business
- Insurance coverage
- Non-competition agreements
- Partnerships
- Raising capital
- Starting a business
- Transferring or selling a business
- Valuing a business
Make Well-Informed Decisions for Your Education
Our Education Planning Resources Include
- 529 plans
- Education planning basics
- 529 plans
- Determining how much to save for college
- Evaluating college savings options
- Financial aid
- Tax issues
- 529 plan basics
- 529 plan expenses and fees
- 529 plans and financial aid
- 529 plans vs. other ways to save for college
- 529 plans: Changing plans (rollover)
- 529 plans: Choosing or changing a beneficiary or account owner
- 529 plans: Death of account owner or beneficiary
- 529 plans: Making contributions
- 529 plans: Tax issues
- Applying to college
- Borrowing against your 529 account
- Choosing a 529 plan
- College costs
- College students and insurance
- Education tax credits
- Financial aid
- Opening a 529 account
- Paying for college
- Saving for college
- Selecting a college
- Student loans
- Understanding 529 investments
- Using or withdrawing 529 funds
Let Us Help You Plan Your Estate
- Assets
- Beneficiary designations
- Charitable giving
- Estate planning basics
- Life insurance
- Medicaid planning
- Probate
- Trusts
Decision Tools
- Business planning
- Charitable giving
- Estate planning basics
- Life insurance
- Probate
- Trusts
FAQs
- Estate and gift tax
- Estate planning basics
- Life insurance and estate planning
- Planning for incapacity
- Probate
- Trusts
- Wills
Use Our Resources to Plan Your Retirement in a Better Manner
Our Retirement Planning Resources
- Health care issues
- Buying supplemental health insurance - Medigap
- Coordinating long-term care insurance with government benefits
- Health insurance in retirement
- Medicare
- Should you buy long-term care insurance?
- Understanding long-term care insurance
- Housing issues
- Saving for retirement
- Annuities and retirement planning
- Borrowing or withdrawing money from your 401(k) plan
- Choosing a beneficiary for your IRA or 401(k)
- Closing a retirement income gap
- Deciding what to do with your 401(k) plan when you change jobs
- Estimating your retirement income needs
- Evaluating an early retirement offer
- Retirement planning - the basics
- Saving for retirement and a child's education at the same time
- Taking advantage of employer-sponsored retirement plans
- Understanding defined benefit plans
- Understanding IRAs
- What to do after you've been automatically enrolled in your company's retirement plan
- 401(k) plans
- Health care issues
- Medicaid eligibility for nursing home care
- Medicare figures at a glance
- Medicare, Medigap, and Medicaid
- IRAs
- Comparison of traditional IRAs and Roth IRAs
- IRA eligibility flowchart: 2004
- IRA eligibility flowchart: 2005
- Roth IRA future value calculator
- Roth IRA: how much can you contribute in 2004?
- Roth IRA: how much can you contribute in 2005?
- Traditional IRA future value calculator
- Traditional IRA required minimum distribution illustrator
- Traditional IRA: how much can you contribute and deduct in 2004?
- Traditional IRA: how much can you contribute and deduct in 2005?
- Retirement planning basics
- Employer-sponsored retirement plans
- Evaluating an early retirement offer
- Health care issues
- Housing issues
- IRAs
- Saving for retirement
Understand Social Security and Its Benefits Better
Read Our Social Security Articles, Tools, and FAQs
- Articles
- Decision tools
- How earnings affect social security
- Social security figures at a glance
- Sources of retirement income: filling the social security gap
- FAQs
- Are my social security benefits subject to income tax?
- How can I get an estimate of my social security benefits?
- I'm getting remarried. How will this affect my social security benefits?
- Should I retire now at age 62 and collect social security benefits, or should I wait until age 65?
- What happens if I start collecting social security after age 65?
- When I retire, how much will I receive from social security?
- Will my children receive money from social security when I die?
Get the Latest Tax Information From Our Newsletters
Check Out Our Tax Newsletters
- W-2 Addons
- Handling Accounts Payable
- Year End and Record Retention
- 1099 Reports
- Handling Accounts Receivable and Bad Debt
- Overtime Pay Update
- Update: 11/22/16 - Overtime Rule on Hold Per Court Injunction
- College Savings Plan
- Wisconsin Tax Update
- 1099 Updates
- Business Tax Update June-18
- Business Tax Update Oct-18
- Business Tax Update Jan-19
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