Posts Tagged ‘tax returns’


Which Financial Documents Should You Keep On File?

Icon Provided by Joseph Regenstein IV, CMFC on August 23, 2010

What should you store in one easily accessible place? You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall closet, in the basement. If this describes your financial “filing system”, you may have a tough time keeping tabs on [...]

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Tags: 1099, 401k, employee benefits, financial documents, health insurance, heirs, IRA, life insurance, tax returns


Where were you on the night of April 15, 2007?

Icon Provided by Joseph Regenstein IV, CMFC on March 23, 2010

If you didn’t collect your refund for the 2006 tax year, time is running out to claim it! $1.3 Billion Dollars. That’s the amount of unclaimed refund money the IRS is holding in their account. From the original filing deadline, each taxpayer has a window of just three years to claim refunds they are owed. [...]

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Tags: irs, irs unclaimed refunds, previous year, refund money, tax returns, taxpayers, uncle sam