Browsing: Taxes

Smiling businesswoman already benefitting from Roth conversions.getty An IRA to Roth IRA conversion can be a smart move that can help you keep more of your…

When you’re planning for retirement, you want to make certain that your money lasts as long as possible (preferably as long as you do!). What’s one…

Rebeca Romero Rainey, president and CEO of the Independent Community Bankers of America, called on Washington lawmakers to abolish tax exemptions for large credit unions. Photo:…

Dear Penny, I will soon be 90 years old. My wife passed in 2017, and I inherited her IRA account. I now withdraw $1,200 every three…

Be careful of the bite of state taxes when doing a Roth Conversion. getty I love helping my clients maximize their tax-free retirement income streams. Converting…

Rubberball Productions | Brand X Pictures | Getty ImagesIt’s of course very difficult to lose your spouse — and some survivors may also have to deal…

Believe it or not, we are in the thick of tax season. Amid the flurry of tax forms flooding inboxes and mailboxes, you might wonder about…

Dear Penny, My father died in Texas and left me approximately $500,000 after settling the estate. I am a resident of Pennsylvania. Is there any way…

The first year of filing separately from your former spouse can feel especially daunting. With each … [+] passing year filing taxes will become much easier.getty…

Guido Mieth | Moment | Getty Images’Your IRA is an IOU to the IRS’Traditional IRAs are the oldest and most common type of IRA, owned by…