(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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Taxes 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 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
Read More11 Things To Know Before Filing Your Tax Return For 2012
With so many changes looming for 2013, it’s easy to forget that there were some significant tweaks to the Tax Code for 2012. Here’s a
Read MoreTaxes From A To Z: W Is For Wash Sale
W is for Wash Sale. “Just call it a wash.” How many times have you said that? If you’ve ever uttered those words, then you
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
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