12 Jan Can a special needs trust save me taxes on retirement funds?
There are few opportunities to save on taxes on IRA distributions....
Taxes
12 Jan I’m moving. Which state will tax my Roth IRA conversion?
It's all about timing and your state of residency....
10 Jan What will we owe in capital gains on our home sale?
Primary residences are taxed differently than second or investment homes. ...
03 Jan My tenant left. Can I still deduct the cost of home improvements?
You can use improvements to help offset your tax burden....
30 Dec I inherited bonds. How will the tax bill count in my divorce?
It's important not to comingle inherited property if you're getting a divorce....
29 Dec I was taxed twice on my retirement withdrawal. What can I do?
You can file amended tax returns, but you need supporting records. ...
27 Dec What’s the cost basis for an inherited brokerage account?
The value on the date of death is what's important here....
21 Dec Should I choose Medicare over my employer’s health plan?
There's a lot to consider in choosing your health insurance plan. ...