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The 5 Biggest Tax Credits You Might Qualify For - TurboTax Tax Tips & Videos
One of the most substantial credits for taxpayers is the Earned Income Tax Credit. Established in 1975—in part to offset the burden of Social Security taxes and to provide an incentive to work—the EITC is determined by income and is phased in according to filing status: single, married filing jointly or either of those with children. Eligibility and the amount of the credit are based on adjusted gross income, earned income and investment income.

A person must be at least 25 years old and younger than 65 to qualify. If married, both spouses must have valid Social Security numbers and must have lived in the country for more than six months. If you may be claimed as a dependent on another filer's tax return, you do not qualify.

Those "married filing separately" do not qualify for the EITC, said Louis Barajas, a Santa Fe Springs, California-based financial planner and author who serves many low-to-moderate-income families in his boutique planning firm, Louis Barajas Wealth Planning.
brands  personal-finance  org:fin  taxes  yak-shaving  usa  government  policy  howto  list  top-n  class  education  higher-ed  money  compensation  reference  nitty-gritty 
december 2017 by nhaliday
How Much Does It Cost to Own a Boat? Insurance & Maintenance | MintLife Blog
The annual tab for upkeep, including insurance, winter storage, and maintenance comes to $4,300. That’s $358 per month.
brands  money  cost-benefit  analysis  oceans  outdoors  sports  data  travel  personal-finance  org:fin 
november 2017 by nhaliday
The Internet Guide to Funding College and Section 529 College Savings Plans. Savingforcollege.com
https://twitter.com/toad_spotted/status/882227467263586304
https://archive.is/AYsxl
It looks to me like best thing to do is accrue home equity (since it's partly shielded for financial aid purposes)&otherwise grin n bear it
It's pretty obvious that the 521 break mostly is a transfer from federal government to colleges and state budgets not to rich households.
personal-finance  investing  parenting  higher-ed  money  temperance  howto  reference  database  guide  human-bean  multi  twitter  social  commentary  ratty  unaffiliated  housing  backup  org:fin 
april 2017 by nhaliday
401k vs. IRA: How to prioritize your savings | Vanguard
basic idea:
- 401k vs. IRA = whether employer contributes
- non-Roth vs. Roth = whether taxed on deposit (non-Roth) or withdrawal (Roth)
personal-finance  howto  comparison  human-bean  top-n  nitty-gritty  org:fin  long-term  planning  temperance  aging 
january 2017 by nhaliday

bundles : finpub

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