How will the new tax laws impact your retirement?
It’s the time of year when many people are taking care of their tax obligations. This will be the last year for doing your taxes before the new rules of […]
Revised One-Rollover-Per-Year Limit Applies in 2015 – IRS Clarifies Rules
Background
The Internal Revenue Code says that if you receive a distribution from an IRA, you can’t make a tax-free (60-day) rollover into another IRA if you’ve already completed a tax-free […]
Key Points in the President’s 2015 Budget Proposal
On March 3, President Obama announced his $3.9 trillion budget proposal for fiscal year 2015. Although the budget is more of a presidential “wish list” at this point, it includes […]
Prepping for the Upcoming Tax Season—And Beyond
If you typically file your taxes early to receive your refund faster, you’ll have to wait a bit longer this tax season. Due to the partial government shutdown last year, […]
Tax Filing Tips for 2012 Taxes
The New Year has brought with it new tax legislation. Some of the changes will affect your 2012 taxes, while others won’t kick in until tax years 2013 through 2017. […]
