We all know what "sticker shock" is when it comes to buying a new car. Required Minimum Distributions from pre-tax retirement accounts begin at age 72. A client of mine just informed me that his …

A smart way to approach tax planning would be to look ahead, not back. Run through this list of tax-saving ideas to make sure you're taking advantage of all the available opportunities to reduce your …

First and foremost, I want to wish all my readers a happy and peaceful New Year. Your emails and calls are appreciated. It's that time of year again. The income-tax-filing season has begun and …

First and foremost, I want to wish all my readers a happy and peaceful New Year. Your emails and calls are appreciated. It's that time of year again. The income-tax-filing season has begun and …

As the end of the year approaches, the IRS encourages taxpayers to consider a tax-withholding check-up. When taxpayers take a close look to make sure that the right tax amount is withheld now, they …

Q.: Over lunch the other day, a co-worker mentioned that he was converting money from his pre-tax 457(b) account to his Roth 457(b) account. This is all new to me. Can you clarify? S.C. A.: Your …

Whether you roll the dice, bet on the ponies, play cards or enjoy the slot machines, you should know that as a casual gambler, your winnings are fully taxable and must be reported on your income-tax …

Two of the finest deferred-compensation plans in the nation are offered to the employees of the State and City of New York. With that said, the most common mistake I come across when helping …