Here’s your big disclaimer upfront: I’m not a Medicare guru. I don’t work for Medicare. I don’t receive Medicare. But I do know enough to
Read MoreCategory: retirement & pension
Fix The Tax Code Friday: Social Security Benefits
If you follow me on Social Media at all (I’m on twitter here and Facebook here), you’ve probably heard me grumbling about the riots in
Read MoreAsk The Taxgirl: Figuring The Tax On Joint IRAs
Taxpayer asks: My mom and I have a joint IRA. She is 73 years old and I am 45 years old. How do we figure
Read MoreAsk The Taxgirl: Are IRAs Taxable?
Taxpayer asks: Last year, I cashed in my IRA to pay off some doctor bills. I lost my job and couldn’t pay but I did
Read MoreDid You Receive Your Economic Recovery Payment?
I’ve received a lot of inquiries related to the Making Work Pay Credit and the Economic Recovery Payment. You cannot receive the maximum credit for
Read MoreAsk The Taxgirl: Disabled Benefits In 2009
Taxpayer asks: I heard that I can get more money back from my taxes this year because I am disabled. Is this true? I am
Read MoreOoh… I Get It… We Still Have to Pay For This Thing
As part of the continuing discussions about health care reform, the spectre of how to pay for it has risen again. Yeah, cause that’s how
Read MoreClaim That Lawyer Goofed On Taxes Allowed To Proceed
I don’t practice family law. I don’t litigate. I don’t take worker’s compensation settlements. I’m a tax lawyer. I do tax law. And sometimes that
Read MoreChecks For Retirees Will Be Mailed On May
My inbox is crowded with queries from retirees asking me when the $250 economic recovery payments (some folks also refer to them as additional “stimulus
Read MoreAsk The Taxgirl: Roth Conversions
Taxpayer asks: Hi,I am currently retired, age of 60.I have pension income of $48K / yr and investment income of 20K/ yr.What are the tax
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