Be Prepared: Pensions, Annuities, and Social Security
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Discussing regular payments made through pensions and annuities, as well as social security benefits, as they relate to tax preparation.
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Be Prepared: Interest, Dividends and Distributions
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Discussing investments and their yields, and how these returns factor into tax preparation.
Read MoreBe Prepared: Wages, the W-2, and 1098-E Forms
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Reviewing employee wages, salaries, taxes, and other forms of compensation, and how they are reported.
Read MoreBeing a Smart Banking Consumer: Checking Terminology and 7 Important Rules
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Discussing important terminology and checking account rules the bank follows.
Read MoreBeing a Smart Banking Consumer: More Common Account Activities
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Covering additional account activities including normal and unusual funds availability, as well as non-U.S. items.
Read MoreBeing a Smart Banking Consumer: Checking Accounts
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Every bank has different names for checking accounts, but generally, they are all basically limited to a few specific types.
Read MoreBeing a Smart Banking Consumer: Consumer Rights and Responsibilities
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Your rights and responsibilities as an account holder are set out in the agreements you sign when you open an account.
Read MoreBeing a Smart Banking Consumer: Bank Rights and Responsibilities
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Some of the most important responsibilities a bank has to you, the customer, are set out in the agreements you sign and/or agree to when you open an account.
Read MoreBeing a Smart Banking Consumer: An Introduction to Banking
/The more information you have about why and how banks do what they do, the better consumer you can be.
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