Can’t make the April 18 tax-filing deadline and need more time to file your tax return? You can get an automatic six-month extension of time to file from the IRS. Here are important things …

For decades, pre-tax savings for retirement was touted as beneficial to the saver. After all, you pay more taxes while working than during retirement so why not defer taxes on retirement income until …

According to the Internal Revenue Service, 20 to 25 percent of all Americans wait until the last two weeks before Tax Day (now extended to April 18) to prepare their taxes. With these tax-filing tips …

Q: I’m a Tier 1 member of the Teachers' Retirement System of the City of New York. I plan to retire in about 2-3 years. At that time, I will have more than $400,000 in my annuity savings account …

Are you expecting a refund this year? Here are important items the IRS wants you to know about your refund.• Refund options. You have three options for receiving your Federal income-tax refund: …

Are you paying more tax than you need to? When it comes to filing taxes, getting the best returns is not about skill—it’s about what you know. Here are some tax strategies you may have …

Mistakes on tax returns mean they take longer to process, which in turn could cause your refund to arrive later. The IRS cautions against these common errors to ensure your …

Are you investing in after-tax Roth accounts offered by the Deferred Compensation 457(b)/401(k) Plans of the City of New York? You should know these Roth account balances are …

The Social Security benefits you received in 2021 may be taxable. Each January, you should receive a Form SSA-1099 (Social Security Benefit Statement) which will show the total amount of your …

Q.: I am 22 and in my first year of teaching for the NYC Department of Education. As a rookie teacher I can only afford to save $3,000 for each of the first two years. Which plan do you suggest I …