Each year, the IRS lists the top 12 recurring federal tax offenses – frauds, cheats, feints and schemes that ethically challenged taxpayers, tax preparers and crooks try to perpetrate. Watch for these scams in all seasons, not…
Category: Month: March 2015
The U.S. Savings Bond Tax Trap
The U.S. Savings Bond Tax Trap Did you buy U.S. Savings Bonds decades ago? Or did your parents or grandparents purchase some for you? If so, take a look at them before April 15 rolls around. Your bonds may have matured. That means they…
Errors to Avoid When Planning for Retirement
Jeff Rose from U.S. News and World Report wrote a great article outlining some mistakes to avoid when planning your retirement. Here are my comments about his article…
Three Social Security Facts Widows Should Know
Three Social Security Facts Widows Should KnowSocial Security is an important financial resource for most Americans. We tend to think of Social Security in terms of income we will receive during retirement, but the system includes…
How to Download Your Social Security Statement
For many, Social Security will represent a significant part of your retirement income. Your Social Security retirement benefits are calculated by averaging your income over the past 35 years in which you earned the most. They receive your earnings information from the...