What’s the best tax deduction or tax break available? That’s a question I hear all the time and I often point people to HSAs. While
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Banks Quick To Turn Over 'Abandoned' Assets To Revenue-Hungry States
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
Read MoreTaxes From A To Z (2015): E Is For Early Distributions
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
Read MoreNever Planning To Retire? Watch For These Social Security And Tax Traps
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
Read MoreThere’s Still Time To Lower Your 2013 Tax Bill (Really!)
Still desperately searching for ways to lower your 2013 tax bill? Believe it or not, there’s still time…
Read MoreAsk The Taxgirl: Last Minute Tax Tips & Issues
On Friday, I tackled some last-minute tax questions from readers and viewers via Google+ hangout. You can watch the entire hangout here (be forewarned, it’s
Read MoreLast Minute Tax Filing Tips
With Tax Day just around the corner, it’s go time for taxpayers. If you’re struggling to get those returns finished, here are thirteen last-minute filing
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
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