Bradford Tax Institute April 2020 COVID-19: CARES Act Allows $100,000 Tax-Free IRA Grab and Repay More Relief: Retirement Account Required Minimum Distribution Rules Suspended for 2020 The $2 trillion COVID-19 economic recovery bill finally made it through Congress and was signed into law by President Donald Trump on March 27. The legislation is titled the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). […]
Note to (My Younger) Self: Don’t Make These Dumb Money Moves
Debt sticks around long after the stuff you charge on your credit card (with interest) Living paycheck to paycheck is a bad idea “Retail therapy” only makes you feel better temporarily Read Full Story Here
Be Tax Smart About Leaving Assets to Your Heirs
By ROGER A. YOUNG, CFP®, Senior Financial Planner | T. Rowe Price January 31, 2019 The way you withdraw money in retirement can affect the next generation’s tax burden. Sometimes it’s best to go against conventional wisdom when it comes to when to tap taxable, tax-deferred and tax-free retirement savings. So, you’ve planned well enough to be able to leave some money to your children […]
IRS Watch
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