Harless Tax Blog

Harless Tax Blog

How to use your 2017 tax return to save more in 2018

Friday, April 20, 2018

Source: cnbc.com

This spring, don't just stuff your completed tax return into a drawer. Go through it for savings opportunities you can seize right now.

More than 94 million tax returns have been filed as of March 30, still a long way from the more than 155 million returns the IRS expects to receive this year.

If you've already turned in your paperwork and received a refund — or a tax bill — take a moment to comb through your return.

This is especially important because your 2017 return marks the last time you'll be filing under the old tax regime.  See More

Playing Defense as Stock Prices Soar Part 1 of 2

Monday, March 13, 2017

As of this writing, major U.S. stock market indexes are at or near record highs. This bullish run might continue...or it might end with a severe slide. Here are some strategies to consider.

Stay the course Many investors will prefer to keep their current stock market positions. For nearly a century, every stock market reversal has been followed by a recovery. Even the severe shock of late 2008 through early 2009 has led to new peaks, less than a decade later.  See More

Did You Know?

Wednesday, September 14, 2016

From Devenir Research.

The number of health savings accounts (HSAs) rose 22% to 16.7 million in 2015, while HSA assets reached almost $30.2 billion, a gain of 25%. Most HSA money is in low-yield savings deposits but $4.2 billion (14% of the total) is in investments, where returns might be higher. By 2018, HSA investments are projected at $9.7 billion.  See More