Resource Center

Tools, calculators, and guides designed to support every stage of your financial journey.

Explore resources that give you clarity and confidence between appointments.

The OBBBA Comparison Guide

Longevity Risk & Outliving Assets

Common Home Equity Options

Taxation Guide To Withdrawals And Income Source 2025

Common Charitable Giving Vehicles 2025

Common Long Term Care (LTC) Products

Common Estate Plan Elements

As Someone Who Is Working What Issues Should I Consider When Reviewing My 2024 Tax Return 2025

As A Retiree What Issues Should I Consider When Reviewing My 2024 Tax Return 2025

What Issues Should I Consider When Using A Reverse Mortgage 2025

What Issues Should I Consider Before The End Of The Year 2025

What Documents Do I Need To Collect For Filing My 2024 Tax Return 2025

What Issues Should I Consider If I Experience A Sudden Wealth Event 2025

What Important Issues Should I Consider Regarding Changes Made By The Secure Act 2.0 2025

Does An Annuity Fit Within My Financial Plan 2025

What Issues Should I Consider For My Child With Special Needs 2025

Common Pension Plans For Small Business Owners 2025

What Issues Should I Consider If My Spouse Passed Away 2025

Issues To Consider In Client Annual Review Meeting 2025

What Issues Should I Consider To Fund My Child’s College Education 2025

What Issues Do I Need To Consider As My Child Becomes Independent 2025

What Issues Should I Consider During A Recession Or Market Correction 2025

What Issues Should I Consider For My Aging Parents 2025

What Issues Should I Consider Before I Update My Estate Plan 2025

What Issues Should I Consider If I Get A Promotion Or Raise At Work 2025

What Issues Should I Consider When Having Or Adopting A Child 2025

What Issues Should I Consider If My Parent Passed Away 2025

What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness 2025

What Issues Should I Consider When Paying Off My Student Loans 2025

What Issues Should I Consider Before Closing The Estate 2025

What Issues Should I Consider When Purchasing Long Term Care Insurance 2025

What Accounts Should I Consider If I Want To Save More 2025

Common Retirement Plans For Small Business Owners 2025

What Issues Should I Consider Before I Retire 2025

What Issues Should I Consider When Establishing My Charitable Giving Strategy 2025

What Issues Should I Consider When Establishing And Maintaining My Emergency Fund 2025

What Issues Should I Consider When Reviewing My RMD 2025

What Issues Should I Consider When Reviewing My Investments 2025

What Issues Should I Consider With My Social Security Retirement Benefits 2025

Common Deductible Charitable Gifts 2025

Important Numbers 2025

What Issues Should I Consider When Inheriting A Traditional Or Roth IRA 2025

Common Life Insurance Policies

What Issues Should I Consider When Doing A Section 1035 Exchange

What Issues Should I Consider With The Income From My Taxable Non Qualified Accounts 2025

Common Annuity Products

What Issues Should I Consider When Reviewing My Beneficiaries

What Issues Should I Consider If I Lose My Job

What Issues Should I Consider When Starting A New Job

What Issues Should I Consider With My Employer Provided Benefits

What Issues Should I Consider When Funding An Unexpected Expense

What Issues Should I Consider During My Divorce

What Issues Should I Consider Regarding My Incentive Stock Options

What Issues Should I Consider When Buying A Home

What Documents Do I Need To Keep On File

Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud

Issues To Consider As A New Client

What Issues Should I Consider Regarding My Non Qualified Stock Options

What Issues Should I Consider Regarding My Restricted Stock Units

What Issues Should I Consider As A Business Owner Or 1099 Worker

What Issues Should I Consider When Purchasing Disability Insurance

What Issues Should I Consider When Reviewing My Estate Planning Documents

What Issues Should I Consider When Planning For The Sale Disposition Or Succession Of My Business

What Issues Should I Consider When Creating My Estate Plan

What Issues Should I Consider When Owning A Rental Property

What Issues Should I Consider When Reviewing My Existing Life Insurance Policy

What Issues Should I Consider When Reviewing My Existing Annuity

What Issues Should I Consider When Selling My Home

What Issues Should I Consider When Starting Out Financially

What Issues Should I Consider When Moving Out Of State

What Issues Should I Consider When Purchasing A Life Insurance Policy

What Issues Should I Consider When Reviewing My Health And Life Insurance Policies

What Issues Should I Consider When Reviewing My Property And Casualty Insurance Policies

Master List Of Goals

What Issues Should I Consider When Reviewing Cash Flow

What Issues Should I Consider When Getting Married

What Issues Should I Consider When Starting A Business

What Issues Should I Consider When Harvesting Capital Losses

What Issues Should I Consider When Dealing With High Inflation

AGI MAGI Summary Guide

Important Dates

Important Milestones

What Issues Should I Consider At The Start Of The Year

Can I Do A Qualified Charitable Distribution From My IRA 2025

Will I Avoid IRMAA Surcharges On Medicare Part B and Part D 2025

How Must I Take Distributions From The Roth IRA I Inherited 2025

How Must I Take Distributions From The Traditional IRA I Inherited

How Must I Take Distributions From My Twice Inherited Traditional IRA

Can I Do A Section 1031 Exchange With My Rental Property

Can I Make A 529 To Roth Transfer

Should I Use A Donor Advised Fund DAF When Giving To Public Charities

Should I Inherit My Deceased Spouse’s Traditional IRA

Can I Avoid Taking My RMD After Reaching My Required Beginning Date RBD

Will A Distribution From My Traditional IRA Be Penalty Free

Will A Distribution From My Roth IRA Be Tax & Penalty Free

Should I Consider Refinancing My Mortgage

Do I Need To Start Making Estimated Federal Income Tax Payments

Will I Have To Pay Tax On My Qualified ESPP

Will I Receive A Step Up In Basis For This Gifted Property 2025

Will My Roth IRA Conversion Be Penalty Free

Will I Receive A Step Up In Basis For The Appreciated Property I Inherited

Am I Eligible For Social Security Benefits As A Surviving Spouse 2025

Am I Eligible For Social Security Benefits As A Spouse

Should I Consider Doing A Roth Conversion

Should I Roll Over My Dormant Traditional 401k

Can I Do A Net Unrealized Appreciation NUA Distribution

Should I Take My Pension As A Lump Sum

If I Retire Early Should I Buy Health Insurance Through The Health Insurance Marketplace

Should I Lease Or Buy My Next Automobile

Pay Stub Review

Should I Change My Medicare Coverage During Open Enrollment

Will I Be Enrolled Automatically In Medicare

Will Healthcare Change As I Transition Into Retirement

Should I Pay Off My Debts

Should I Pay Off My Mortgage

Is My Rental Property Tax Deductible

Where Should My Next Dollar Go

Am I Eligible For An IDR Plan For My Federal Student Loans

Check the status of your refund. Find the proper forms for your tax preparation.

Choose your State to check on your Refund

Choose your State to find a Form or Publication

Important Tax Dates for 2025

IRS official tax dates you need to stay on top of your taxes.

FILING DATES

2025 E-filing Dates

The 2024 tax year main deadline for filing federal income tax returns is April 15, 2025


January 31, 2025: Deadline for filing most 1099 forms. This includes the 1099-NEC (Nonemployee Compensation)

February 28, 2025: Deadline for 1099 Paper Forms

Individual Filers and Self-Employed Filers: April 15, 2025

S Corp: March 15, 2025

C Corp: April 15, 2025

Single-Member LLCs: April 15, 2025

Multi-Member LLCs: March 15, 2025

2024 / 2025 Estimated Tax Payment Dates

Jan. 16, 2025 - Make last 2024 estimated tax payment

April 15, 2025 - First 2025 estimated tax payment due

June 17, 2025 - Second 2025 estimated tax payment due

September 16, 2025 - Third 2025 estimated tax payment due

Tax Document Dates

January 31st, 2025 - Deadline for employers to file Form W-2s with the IRS, unless filed electronically for 2024 forms

January 31st, 2025 - Deadline for reporting payments to contract workers on Form 1099-MISC for 2024

State Refund Delivery Timetables

State Refund Timetable
Alabama Refunds are processed starting March 1 every year.
Alaska No state income tax.
Arizona Begins processing e-filed tax returns in mid-February.
Arkansas Anti-theft measures may result in tax refunds not being issued as quickly as in past years.
California E-Filed returns will take up to 3 weeks. Some tax returns need extra review for accuracy, so extra processing time may be necessary.
Colorado Fraud detection and verification could delay individual income tax refunds up to 60 days beyond the time frames of prior years.
Connecticut No specific timeline provided for delivery of tax refunds.
Delaware Expect 4–6 weeks from filing for your refund to be delivered.
Florida No state income tax.
Georgia Most error-free e-Filed returns are processed within 5 business days of receiving the return. Most refunds are issued within 21 days from the filed date.
Hawaii It will likely take 9–10 weeks after you e-file your tax return.
Idaho e-Filers can expect refunds about 7 to 8 weeks after receiving an acknowledgment that the state has the return.
Illinois No specific timeline provided for delivery of tax refunds.
Indiana Allow 2–3 weeks of processing time for your tax refund.
Iowa The anticipated time frame for refund processing is 30–45 days.
Kansas No specific timeline provided for delivery of tax refunds.
Kentucky Allow 2–3 weeks of processing time for a directly deposited tax refund. Processing of all refunds may be delayed.
Louisiana The expected refund processing time for returns filed electronically is up to 45 days.
Maine No specific timeline provided for delivery of tax refunds.
Maryland No specific timeline provided for delivery of tax refunds.
Massachusetts E-filed returns take up to 6 weeks to process.
Michigan No specific timeline provided for delivery of tax refunds.
Minnesota Every return received is different, so processing time will vary.
Mississippi E-filers should allow 10 business days before calling about a refund. Returns filed early are usually processed more quickly than ones filed closer to the due date.
Missouri No specific timeline provided for delivery of tax refunds.
Montana May take up to 90 days to issue your refund.
Nebraska Please allow a minimum of 30 days to receive your refund if you e-file an error-free return.
Nevada No state income tax.
New Jersey Use the Online Refund Status Service if you e-filed your return at least four weeks ago.
New Mexico E-filed returns claiming a refund are generally processed within 6 to 8 weeks.
New York No specific timeline provided for delivery of tax refunds.
North Carolina Some refunds may take longer than normal, which is 6 weeks for electronically filed returns.
North Dakota Refunds may take longer than in the past. No specific timeline provided for delivery of tax refunds.
Ohio No specific timeline provided for delivery of tax refunds.
Oklahoma If your return was filed electronically, please allow 6 weeks to receive your refund.
Oregon Four weeks after the return is filed, the Oregon automated telephone answering system can provide information about the current year income tax refund.
Pennsylvania No specific timeline provided for delivery of tax refunds.
Rhode Island No specific timeline provided for delivery of tax refunds.
South Carolina Most refunds are issued 6-8 weeks after you file your return.
South Dakota No state income tax.
Texas No state income tax.
Utah Wait 30 days if filed electronically.
Vermont E-Filed returns have an expected timeframe of 6–8 weeks.
Virginia E-Filed returns should get refunds in up to 4 weeks.
Washington No state income tax.
West Virginia Expect significant delay of your tax refund. Call concerning your refund if it has been more than 10 weeks since your refund was filed.
Wisconsin If filed electronically, most refunds are issued in less than 12 weeks.
Wyoming No state income tax.

2024 Holiday Schedule

Date Holiday
Monday, January 1st, 2025 New Year's Day (observed)
Monday, January 15th Birthday of Martin Luther King, Jr.
Monday, February 19th Washington’s Birthday
Monday, May 27th Memorial Day
Wednesday, June 19th Juneteenth National Independence Day
Thursday, July 4th Independence Day
Monday, September 2nd Labor Day
Monday, October 14th Columbus Day
Monday, November 11th Veterans Day
Thursday, November 28th Thanksgiving Day
Wednesday, December 25th Christmas Day

Tax Calculators - Provided by CalcXML

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