Missed Your 2019 RMD? Here’s What to Do
The “Money Talks” experts discuss what you should do if you’ve missed your required minimum distribution for 2019 and how the SECURE Act changes RMDs going forward.
FIRE: Four Things You Need to Know About This Hot Retirement Movement
Curious about this hot retirement trend? While it can lead to an early retirement, it does require careful planning, savvy saving and investing habits, and potentially big sacrifices.
For College Savings, 529 Plans Are Hard to Beat
Raising kids is hard enough, so why not make things easier for yourself when it comes to saving for college?
Year-End Tips for Charitable Contributions
You need to be careful, as scammers out there are pretending to be legitimate charities looking to take advantage of your generosity for their gain.
What Is an IRS Notice of Deficiency?
One minute, you’re minding your own business and aren’t even thinking about that return you filed months ago. The next minute you open your mailbox and see something called a “Notice of Deficiency”—and your anxiety immediately goes through the roof.
The IRS Is Hot on the Trail of Unreported Virtual Currency Transactions
The IRS recently issued letters to more than 10,000 taxpayers whom they suspect have not been properly reporting their virtual currency transactions.
What to Do After the Death of a Loved One
Losing a loved one can be difficult. Despite the emotional trauma involved, you may also be responsible for handling things you have not done before. We walk you through a list of financial, legal, and administrative tasks to consider.
Holiday Gifting with a Tax Twist
While all the holiday gifts you give will cost you money, some might also yield a tax benefit.
Qualified Charitable Distributions: Using Your IRA to Give from the Heart
If you are 70½ or older and must begin taking annual required minimum distributions, you can use a qualified charitable distribution (QCD) to donate from your IRA and get a tax break, whether you itemize or not.
Cofounder Conflict Could Be One of the Biggest Threats to Your New Business
The number-one threat to your business isn’t an external factor at all. It’s the people you’ve cofounded that business with.