16 Jun I think tax rates will go up. Can I convert my IRA to a Roth?
Consider the tax burden when you convert a traditional IRA to a Roth. ...
09 Jun Dad is still waiting for his tax refund. What can we do?
There's a little known branch of the IRS that can help with unusual problems. ...
04 Jun Can I skip my IRA distribution because of the coronavirus?
The CARES Act made changes to requirements for IRA distributions. ...
04 Jun How do I handle this retirement income on my taxes?
How to get it right when you consider retirement income exclusions. ...
02 Jun Can we use this tax break to buy a rental property in Florida?
You may be able to use a 1031 exchange to save on taxes on a home swap. ...
29 May Is now the right time to convert my IRA to a Roth?
The stock market downturn could be an opportunity for some investors. ...
28 May Do you have to be working to open a Roth IRA?
Earned income is the key if you want to invest in an IRA. ...
27 May My husband got a stimulus check. Will I get one too?
The CARES Act gives stimulus payments to Americans in the wake of coronavirus. ...
25 May How do taxes work on these retirement plan distributions?
When you take retirement distributions, here's what you need to know. ...
25 May I’m unemployed. What happens if I take money from my 401(k)?
There are new provisions to consider if you need money because of a job loss. ...