Death, Taxes and Required Minimum Distributions (RMDs): Bob, age 68, has $800,000 in his traditional NYCE IRA. He knows, at age 72, he will be subject to taxable RMDs. Barbie, age 69, is Bob's …

The first step to filing your Federal income-tax return is to determine which filing status to use. In other words, two people making exactly the same amount of income could have different income-tax …

Q.: I have about $2 million in my TRS TDA account. My account is subject to annual Required Minimum Distributions. I've found this annual calculation to be overbearing. My financial planner suggests …

The Internal Revenue Service has stated that electronic filing is the safest, fastest and easiest way for taxpayers to file their tax returns. Furthermore, e-filing is good for the tax system, good …

If you pay someone to prepare your tax return, the IRS urges you to choose that preparer wisely. Taxpayers are legally responsible for what's on their tax return even if it is prepared by someone …

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 …