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Taxgirl

Taxgirl

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Category: retirement & pension

Funding Retirement Without Breaking The Bank

Kelly Phillips ErbAugust 23, 2015

(This post is part of my Small Business Startup & Survival Guide. You can catch up on the whole series here.) If you go to work

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Banks Quick To Turn Over 'Abandoned' Assets To Revenue-Hungry States

Kelly Phillips ErbJune 17, 2015

This story appears in the June 29, 2015 issue of Forbes. Last year, after her husband’s death, an 82-year-old Pennsylvania widow started tracking down the

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2015 Tax Rates, Standard Deductions, Personal Exemptions, Credit Amounts & More

Kelly Phillips ErbMay 14, 2015

With tax season firmly behind us (er, for those of you who didn’t file for extension), now is a good time to take a look

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Taxes From A To Z (2015): Y Is For Years Certain Annuity

Kelly Phillips ErbApril 6, 2015

It’s my annual “Taxes from A to Z” series! Next up: Y Is For Years Certain Annuity An annuity is an insurance product that pays

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Taxes From A To Z (2015): R Is For Rollover

Kelly Phillips ErbMarch 30, 2015

It’s my annual “Taxes from A to Z” series! Next up: R Is For Rollover Building your nest egg for retirement? Most of us simply

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Taxes From A To Z (2015): E Is For Early Distributions

Kelly Phillips ErbMarch 11, 2015November 21, 2019

It’s my annual “Taxes from A to Z” series! Next up: E is for Early Distributions Money that you put away in retirement plans tends

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Never Planning To Retire? Watch For These Social Security And Tax Traps

Kelly Phillips ErbFebruary 11, 2015

Last year Alice Finch Lee passed away at the age of 103. The older sister of author Harper Lee, she was also known for her

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Suspected Nazi War Criminals Collected Millions In Benefits After Fleeing The U.S.

Kelly Phillips ErbOctober 21, 2014May 24, 2021

Suspected Nazi war criminals are said to have collected millions in Social Security benefits after fleeing the country. Why? According to one beneficiary’s son, it’s as simple as, “He paid into the system.”

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Taxes From A To Z (2014): Q Is For QDRO

Taxes From A To Z (2014): Q Is For QDRO

Kelly Phillips ErbMarch 31, 2014July 27, 2020

Taxes from A to Z: Q is for QDRO

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Taxes From A To Z (2014): M Is For Medicare Payments

Kelly Phillips ErbMarch 24, 2014July 27, 2020

Taxes From A To Z: M Is For Medicare Payments

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