Answer: Yes. Whenever you change your name, you can expect a mound of paperwork. You’ll start by changing the name on your ...

These details and their accompanying policies are, essentially, the tax code’s answer to the “mommy wars” between working ...

When my wife pointed out that our combined income would affect our Roth IRA contributions, I realized I needed to learn more ...

Deciding how to choose your tax status seems like it should be easy. But it's often not. The Internal Revenue Service says filing with the wrong tax status is one of the most common errors that ...

Testimony Before The Subcommittee on Health Care and Financial Services Committee on Oversight and Government Reform United States House of Representatives February 11, 2025 Robert Rector Senior ...

A Roth IRA can be accessed anytime for any reason and is tax- and penalty-free. With the Secure Act, a Roth IRA can continue ...

It’s tax filing season and now is the time to gather your important tax documents. Of course, tax filers should be aware of ...

Often federal tax returns are denied because of errors made by the taxpayer. These errors are often easily fixed if ...

Failing to file your tax returns can lead to serious consequences. Worst case scenario, you can face jail time for ...

INDIANAPOLIS (WISH) — According to Ed Wright from Golden Reserve, a retirement planning firm in Indianapolis, retirees often overlook taxes in their financial planning, leading to costly mistakes.

While poets and romantics wax lyrical about eternal love, accountants and financial advisors see matrimony through a ...

Tax season isn’t the most joyful time of year, but it’s certainly one of the most important. With the filing deadline ...