Resources & Insights from the Verian Team.

make-the most of retirement

make-the most of retirement

The Benefits of the New Retirement Laws   March 31, 2020  Benefits from New Retirement Rules 1. You now have until age 72 before you MUST take...

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IRS Data Theft Problem

IRS Data Theft Problem

The IRS Data Theft Problem   March 11, 2020  The IRS has 52 Internet applications to help U.S. citizens comply with their tax obligations. But...

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Tap into Retirement Fund

Tap into Retirement Fund

Should I tap into My Retirement Fund?   March 23, 2020  Often if you are in dire need for money the most tempting area to look is your IRA,...

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Tap into Retirement Fund

Tap into Retirement Fund

Do I Really Need that Form 1095 This Year?   March 27, 2020  Tax Form 1095 has been nothing but a headache since its introduction. This...

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Tax Deadlines Move to July

Tax Deadlines Move to July

Tax Relieft for COVID-19: Extension of Time to File New Mexico Taxes   March 20, 2020  Due to the COVID-19 pandemic and statewide public health...

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payable-on-death accounts

payable-on-death accounts

  Coordinating Your Payable-on-death Accounts with Your Estate Plan March 19, 2020   Payable-on-death (POD) accounts provide a quick,...

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Should You Buy or Rent a Home

Should You Buy or Rent a Home

Financial Pros and Cons of Renting vs. Buying a Home   March 17, 2020  According to U.S. Census figures, about two-thirds of American families...

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Tax Saving Opportunities

Tax Saving Opportunities

Four Tax Saving Opportunities   March 4, 2020  Every year is an election year when it comes to making decisions on your annual income tax...

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Inheriting Property

Inheriting Property

Inheriting Property? Be Aware of the Basis Consistency Rules  February 4, 2020 If you’re in line to inherit property from a parent or other...

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The SECURE Act 2020

The SECURE Act 2020

How the SECURE Act May Affect How You Plan for Retirement   January 8, 2020     Here is a look at some of the more important...

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Document Downloads

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