Skip to main content
360Blue Financial Strategies
 
630-318-7400 info@threesixtyblue.com Client Login
Wealth Management Pricing About Us Resources Contact Us

    You are here

  1. Home
  2. taxes

taxes

You Received Unemployment Benefits in 2021. What Does That Mean for Your Taxes?

Submitted by 360Blue Financial Strategies on March 2nd, 2022

Losing a job is tough, especially when it's by no fault of your own. In the event that you find yourself unexpectedly without a stream of income, you may be eligible to receive unemployment benefits. The application process, criteria and benefit amount will vary state-by-state, but this benefit is designed to help out-of-work individuals cover basic expenses.

Tags:
  • Financial Advisor
  • taxes
  • Unemployment
  • Unemployment Benefits
  • Read more

Estate Taxes Might Be Amended Soon

Submitted by 360Blue Financial Strategies on December 22nd, 2021

Estate Taxes May Be Amended Soon
 What to know about the budget reconciliation bill.

To help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering a number of tax law changes, including adjusting estate taxes.

Tags:
  • Estate
  • Estate Planning
  • Financial Planning
  • taxes
  • Read more

Details on the Tax Deadline Extension

Submitted by 360Blue Financial Strategies on May 16th, 2020

The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, it has reset the federal tax deadline. You now have until July 15 to file your 1040 form. July 15 is also the deadline to pay any federal taxes owed for 2019.1

  

Tags:
  • Personal Finance
  • taxes
  • Read more

The SECURE Act-Long-established retirement account rules change

Submitted by 360Blue Financial Strategies on January 30th, 2020

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a change in strategy for many Americans. For others, it may reveal new opportunities.

Tags:
  • Personal Finance
  • taxes
  • Read more

New I.R.S. Contribution Limits- A look at the maximum amounts you can put into retirement accounts this year.

Submitted by 360Blue Financial Strategies on January 30th, 2020

The I.R.S. just announced the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here’s a quick look at them.

*Next year, you can put up to $6,000 in any type of IRA. The limit is $7,000 if you will be 50 or older at any time in 2020.1,2

Tags:
  • Personal Finance
  • taxes
  • Read more

Annual Financial To-do List

Submitted by 360Blue Financial Strategies on October 10th, 2019

Annual Financial To-Do List

Things you can do for your future as the year unfolds.

Tags:
  • taxes
  • Read more

7 Questions to Ask Your CPA Before Year-End

Submitted by 360Blue Financial Strategies on October 9th, 2019

Given the complex tax situation many high-income earners face, start tax planning in the fall while there is still time to make adjustments. These seven questions can help you spot problem areas and better understand the services you may need.

 

Tags:
  • taxes
  • Read more

A Summary of 2018 Tax Changes

Submitted by 360Blue Financial Strategies on May 14th, 2018

The Trump administration’s new tax reform bill was signed into law in December of 2017, representing the first major tax change in over 30 years. The changes are significant and are likely to affect nearly everyone in some measure; some positively, while others may find themselves with a higher tax bill in 2018.

Tags:
  • taxes
  • Read more

Categories

  • #insurance (1)
  • 2022 (1)
  • 401K (1)
  • Athletes (1)
  • Award Letter (1)
  • Choices (1)
  • College (8)
  • Contributions Limits (1)
  • Estate (2)
  • Estate Planning (2)
  • FAFSA (1)
  • Financial Advice (1)
  • Financial Advisor (2)
  • Financial Aid (2)
  • Financial Planning (19)
  • Financial Planning Month (1)
  • Financial Professional (1)
  • Financial Strategies (1)
  • Financial Wellness (1)
  • Funding (1)
  • Invest (1)
  • Marriage (1)
  • Money (1)
  • October (1)
  • Parents (1)
  • Passive Income (1)
  • Payments (1)
  • Personal Finance (11)
  • Pre-Retiree (1)
  • Required Minimum Distribution (1)
  • Retire (1)
  • Retireees (1)
  • retirees (1)
  • Retirement (15)
  • Retirement Plan Rollovers (1)
  • Salary (1)
  • Second Marriage (1)
  • Social Security (2)
  • Student Loans (1)
  • Tax Credit (1)
  • Tax Deduction (1)
  • taxes (8)
  • taxes, retirement, personal finance, Financial Planning (1)
  • Tips (1)
  • Unemployment (1)
  • Unemployment Benefits (1)
  • Unexpected Event (1)
  • Value (1)
  • Working (1)
Not Sure How to Get Started?

Take a short quiz about your financial outlook and let's see how 360Blue can best serve you.

Start the Quiz

Sign up to our newsletter

Sign up to receive tips about investment strategies, retirement planning, saving for college and more.

What We Offer

Wealth Management Pricing About Us

Resources

Blog FAQ Quarterly Economic Updates Industry Links Events

Client Login

Axos Login Charles Schwab Login 360Blue Plan Portal

Contact Us

630-318-7400 info@threesixtyblue.com 15 Spinning Wheel Road, Suite 211
Hinsdale, Illinois 60521
159 North Sangamon Street, Suite 200
Chicago, IL 60607

Contact us

Securities and Advisory Services offered through United Planners Financial Services Member: FINRA, SIPC 360Blue Financial Strategies and United Planners are not affiliated.

Check the background of your financial professional on FINRA's BrokerCheck 

This information is intended for use only by residents of  AZ, CA, CO, FL, IL, MI, MO, NV, OH, UT, VA, WI Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than AZ, FL, IL, MI, OH, VA, WI.
 

© 360Blue Financial Strategies. All rights reserved.
Terms & Conditions Privacy Policy

© 2022 360Blue Financial Strategies. All rights reserved.

Website Design For Financial Services Professionals