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Nearing or In Retirement? Capitalize on Tax Cuts with a Roth IRA Conversion
retirement We've got seven more years of lower tax rates, so what are you waiting for?
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10 Things Anyone Considering a QCD Should Know
IRAs Givers and getters can benefit from this charitable giving tax strategy by donating their RMDs, but there are several rules that you need to follow.
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3 Lost Tax Deductions That Might Surprise You
taxes As you’re doing your 2018 taxes, you'll see that deductions certainly aren't what they used to be.
taxes -
IRS Waives Penalties for Many Taxpayers Surprised by Under-Withholding
taxes The underpayment penalty won’t apply if you paid at least 80% of your 2018 tax bill through withholding or estimated tax payments. Normally, 90% must be paid for the waiver.
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Ex-Workers Get More Time to Repay 401(k) Loans
401(k)s If you leave your job while you have an outstanding 401(k) loan, Uncle Sam now gives you extra time to repay it -- thanks to the new tax law.
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8 Tax Deductions Eliminated (or Reduced) Under the New Tax Law
Tax Breaks The Tax Cuts and Jobs Act lowered tax rates and nearly doubled the standard deduction, which is expected to reduce taxes for about 65% of taxpayers, according to the Tax Policy Center.
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Is the $1.5 Billion Lottery Winner Better Off Under New Tax Law?
Tax Breaks Comparing the payouts under old tax laws and the Tax Cut and Jobs Act could be an eye-opening exercise for the rest of us.
Tax Breaks -
6 Smart Ways Taxpayers Can Save Money on Their Tax Bills
taxes Time is running short to make a few last-minute adjustments. Take a look at a few possibilities that could save you money, if not this year then next.
taxes -
Paying Taxes Wisely: A Fresh Look at Tax-Efficient Withdrawal Strategies
Making Your Money Last Sometimes it pays to go against conventional wisdom. Here are two ways to possibly reduce taxes in retirement while extending the life of your nest egg by being smart about which accounts you tap first.
Making Your Money Last
