Taxes from A to Z: K is for Keogh Plans
Read MoreCategory: retirement & pension
Social Security Benefits Will Not Keep Pace With Tax Contributions In 2014
Social Security benefits will increase in 2014 – but not by much. Why will benefits remain low? And could we see even smaller increases in the future?
Read MoreAsk The Taxgirl: Taxing Social Security Benefits
Taxpayer asks: If you have turned full retirement age and are receiving your retirement and also still working full time, how does this effect your
Read MoreDoes President Obama Want To Tax Your Retirement?
President Obama plans to tax your retirement. That was the subject of an email I received this morning. Only it wasn’t quite on target. You
Read MoreWithdrawal Deadlines Looming For Some Retirement Plan Owners
When you sock money away in your retirement plan, the appeal is that the money will grow tax-deferred and be available to you for “someday.”
Read MoreTaxes From A To Z (2013): O Is For Ordering Rules
O Is For Ordering Rules. Roth individual retirement accounts (Roth IRAs) have been around for a relatively short period of time. Specifically, Roth IRAs were
Read MoreTaxes From A To Z (2013): I Is For IRA Rollover
I is for IRA Rollover. An individual retirement account (IRA) is type of retirement plan that allows you to set aside money for later use.
Read MoreSunday Mailbag: The Hot As Hades Edition
According to the Weather Channel, it feels like 92 degrees right now. I firmly believe that it should never feel like 92 degrees in the
Read MoreAsk The Taxgirl: Reporting Roth IRA Conversions
Taxpayer asks: In 2010 I converted 40K from a traditional IRA to a Roth IRA. According to the rules I was allowed to defer payment
Read MoreHatch Seeks To Clarify Rules On Tax Levies
This week, Sen. Orrin Hatch (R-UT) announced plans that may rankle some of those in the public sector: legislation that would subject Thrift Savings Plans
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