Under a new law, consumers concerned about identity theft or data breaches can freeze their credit and place one-year fraud alerts for free more…
4 Rules Federal Employees Should Know About Roth IRA Conversions
Federal benefits expert, Ed Zurndorfer, outlines some important cautions — and tax consequences — for those considering a conversion of their traditional IRAs to Roth IRAs more…
Retirees With Pension and Annuity Income Should Review Tax Withholding ASAP
The Tax Cuts and Jobs Act of 2017 changed the way tax is calculated for most taxpayers — including retirees. To avoid costly surprises, the IRS recommends retirees conduct a withholding check-up using its online calculator more…
How Long Will $1 Million in Retirement Savings Last in Your State?
According to a new study, that same $1 million will last plenty long in retirement — or not nearly long enough — depending on where you live more…
IRS Extends Deadlines, Provides Tax Relief for Hurricane Florence Victims
Hurricane Florence victims in parts of North Carolina and elsewhere have until Jan. 31, 2019, to file certain individual and business tax returns and make certain tax payments more…