- + Do You Need to File a Tax Return This Year?—Photo credit: jb Have you ever wondered if it was actually necessary to file a tax return? Perhaps your income is relatively low, and so you wonder...
- + The Social Security Survivor Benefit – Part 2—Image via Wikipedia Note: you can find the first part of this discussion of Social Security Survivor Benefits at the link . Part 1 cove...
- + The Social Security Survivor Benefit – Part 1—Image via Wikipedia In a previous article we reviewed the very confusing Social Security Spousal Benefit . That article raised a lot of...
- + Using An IRA Rollover to Eliminate Federal Spousal Rights—Photo credit: jb Qualified Retirement Plans (QRPs), which include 401(k), 403(b) and many other employer-based plans, are governed by federal law u...
- + The Social Security Spousal Benefit – Further Explanation—Photo credit: jb Note: with the passage of the Bipartisan Budget Act of 2015 into law, File & Suspend and Restricted Application have been eff...
- + The Post-55 Exception to the 10% Penalty for Withdrawals from 401(k)—Photo credit: jb Most of the time, when taking a distribution from a 401(k) or other Qualified Retirement Plan (QRP) prior to age 59½, there genera...
- + Converting an Inherited 401(k) to Roth—Photo credit: jb One of the provisions that is available to the individual who inherits a 401(k) or other Qualified Retirement Plan (QRP) is the ab...
- + Which Account to Take your RMDs From—Photo credit: jb When you’re subject to Required Minimum Distributions (RMDs) and you have more than one IRA account to take the distributions from...
- + Arguments in Favor of a Rollover—If you have a 401(k), 403(b), a tax-sheltered annuity or other qualified retirement plan from a former employer, you may have considered if it would b...
- + Using an IRA Distribution and Withholding to Reduce Estimated Tax Payments—Photo credit: jb A little-known fact about how withholding works for IRA distributions can work in your favor. While withholding from a paycheck an...
- + Using the Prohibited Transaction Rules to Your Advantage—Photo credit: diedoe I’ve written in the past about the types of transactions that are prohibited in your IRA , and how these transactions are gen...
- + Earned Income Credit and Due Diligence—Photo credit: diedoe For those familiar with the Earned Income Credit (EIC), you hopefully are familiar with the preparer’s due diligence checklist...
- + What to Expect If You Owe Money to the IRS—Photo credit: jb Often we find ourselves in situations that we never dreamed of – like owing the IRS a considerable amount of money. Maybe yo...
- + The Importance of a Taxable Investment Account—Photo credit: jb I’ve written about this topic a few times in the past, such as in this article on tax diversification of your investment account...
As of 12/21/24 6:29am. Last new 12/16/24 9:05am. Score: 710
- Next feed in category: MarketWatch Top Stories