Latest articles by Kevin McCormally
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How Not to Be Wrong: The Power of Mathematical Thinking
business You had me at the title: How not to be wrong. Please, order a copy for everyone on the staff, I thought, but be sure to delete that scary “m” word in the subtitle.
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Retirees, Take a Midyear Tax Checkup
retirement If any of the following changes are part of your life this year, the tax impact may be far more significant than anything Congress does.
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A 50-Year Plan for Retirement Savings
retirement Contributing to your grandchild's Roth IRA could be a do-it-yourself solution to the impending Social Security crisis.
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How Misinformation From Social Security Can Cost You Tens of Thousands of Dollars
retirement We’ll put you on the right path to maximize your benefits.
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Retirees, Cut Your Taxes With These Moves
retirement For now, trimming your tax tab is up to you, not the men and women in Washington who write the tax law.
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Paying Taxes for a Hired Caregiver
Caregiving The nanny tax isn't just for Mary Poppins. It covers any household employee including housekeepers, gardeners and caregivers.
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Deduct Job-Hunting Expenses on Your 2016 Tax Return
Tax Breaks The tax break can apply even if you didn't land a new job.
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Should You Invest in the Dogs of the Dow Stocks?
retirement These temporarily out-of-favor stocks can deliver both strong dividend payouts and share-price appreciation in the year ahead.
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How to Get a Tax Break for Airline Baggage Fees
Tax Breaks Self-employed taxpayers may be eligible for the write-off.
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Deduct Out-of-Pocket Charitable Deductions on Your 2016 Tax Return
Tax Breaks Helping a charity? Don't forget to write off small expenditures plus mileage on your car.
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2016 Tax Return Tip: Deduct Student-Loan Interest Paid by Your Parents
Tax Breaks Write off the interest as long as you're not claimed as a dependent.
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Tax Tip for Your 2016 Return: Write Off Home Refinancing Points
Tax Breaks Get a tax break when you refinance your mortgage.
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Last Chance for 0% Capital Gains?
Tax Breaks A special tax break for small investors could fall victim to tax reform next year. The final days of 2016 may be your last chance to cash in.
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How to Beat the Crooks to Your Tax Refund
taxes The sooner you file your 2016 return, the less likely the bad guys will get to your money before you do.
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Tax Tip 2016: Moving Expenses for Your First Job
Tax Breaks You can claim the tax write-off as long as your first job is at least 50 miles away from home.
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Why You Need a Roth IRA
Roth IRAs With this indispensable savings tool, your money grows tax-free, you can invest in almost anything and you get several cool perks.
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Tax Tip 2016: Tax Credits for Home Energy Efficiency
Tax Breaks It's the last year to snag an energy tax break on new windows, solar and more.
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Tax Tip 2016: Deduct State Sales Taxes
Tax Breaks You might come out ahead on your federal tax return if you do.
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Most-Overlooked Tax Breaks for New College Grads
Tax Breaks Because federal tax law reaches deep into all aspects of our lives, it’s no surprise that the rules that affect us change as our lives change.
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Retirees, Save on Taxes With This RMD-to-Charity Alternative
retirement Figuring out which RMD strategy will produce the best payoff can be complicated, but also quite valuable.
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Most-Overlooked Tax Breaks for New Parents
Tax Breaks Because federal tax law reaches deep into all aspects of our lives, it’s no surprise that the rules that affect us change as our lives change.
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Last-Chance Moves for Retirees to Cut Their 2016 Tax Bill
retirement Take these steps before the end of the year to lessen your chances of getting hit hard on your next tax return.
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QLACs Can Deliver Late-in-Life Income
retirement Here's what you need to know about qualified longevity annuity contracts.
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What Happens to Your 401(k) When You Die – Like It or Not
401(k)s If a married 401(k) saver dies, the funds almost always go to the spouse.
401(k)s
