Oct 2, 2024 | News to Note
From Social Security to IRAs and investments, with smart tax planning, retirees can have some control over how much of their income they’ll get to keep. From Kiplinger – By Rick Barnett – Retirement isn’t the end but rather a new beginning. A time to...
Sep 25, 2024 | News to Note
From Forbes– By the Forbes Technology Council – As consumers, we’ve likely run across cautionary tales and product ads focused on identity theft in a variety of media, from television commercials to podcasts and online news sources to local radio. It’s not...
Sep 18, 2024 | News to Note
From Fortune – By Jane Thier – It’s good to be young. Even better if you have rich parents. But they’ve got to act quickly: If Democratic nominee Kamala Harris is elected in November—which many polls predict will happen—ultra-wealthy parents will have a much harder...
Sep 4, 2024 | News to Note
From Smart Asset – By Mark Henricks – Converting a 401(k) to a Roth IRA can potentially provide valuable long-term benefits, but it also triggers a tax bill that you’ll need to plan for. While the taxes on a Roth conversion can’t be avoided, savers can reduce the...
Aug 28, 2024 | News to Note
From CNBC – By Greg Iacurci – Travelers, be warned: The federal government may revoke your passport if you ignore a big tax bill. Such punishments have become more frequent in recent years, experts said. Federal law requires the IRS and Treasury Department to notify...
Aug 21, 2024 | News to Note
From Marketplace – By Kimberly Adams – Many provisions of the 2017 tax law are set to expire at the end of 2025. Advocates are already attempting to convince Congress to extend or make permanent key provisions, even as concerns about the growing budget deficit make...
