Latest articles by Kevin McCormally
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Don't Let the RMD Holiday Trip You Up
retirement These three potential problems can be avoided.
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Fatten Your Paycheck -- And Still Get a Refund
taxes If you adjust your withholding now, Uncle Sam will take a smaller tax bite each month and still owe you next spring.
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What You Need to Know About the Stimulus
Tax Breaks When -- and how -- you will get your share of the money.
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Treasury to Seniors: Drop Dead
retirement IRA owners must act quickly to take required 2008 payouts.
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Turn Market Losses Into Tax Savings
taxes Sell stocks that are worth a lot less now than what you paid for them to offset taxable gains or income.
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Answers to Your Alternative Minimum Tax Questions
taxes Here's what you need to know about this parallel tax system that's hitting more and more middle-class taxpayers.
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How Can I Avoid the AMT?
taxes We'll walk you through the form, line by line.
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Tax Rules for Claiming Dependents
taxes Which criteria define a qualifying child or relative?
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Little Tax Promises and Average Joes
taxes The tax promises the candidates rolled out this week got mercifully little attention in last night's third and final debate on Long Island.
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A Tax Break for Insurance Stock
Tax Breaks In a complex case on the demutualization of insurance companies, a court rules against the IRS. But expect an appeal.
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Sneak Peek at 2008 Tax Savings
taxes Here are the 2008 new tax brackets, plus the lowdown on your favorite tax breaks.
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Instant Gratification
taxes Don't wait until 2009 for your next tax refund. Adjust your withholding, and get more money now.
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Too Rich for a 401(k)?
retirement If you are a highly compensated employee and your employer returned some of the money you contributed to a 401(k), you'll have to report that as income on your tax return.
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Savings for Serial Refinancers
real estate Usually, you can write-off un-deducted mortgage points on a refinancing in the year the loan is paid off with a subsequent refinancing.
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A Special Deduction
Tax Breaks Don't miss this easily overlooked deduction: estate taxes paid on an inherited traditional IRA.
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Reporting Lawsuit Settlements
taxes Whether you have to pay taxes on a settlements from a investor class-action lawsuit depends on why you got the money.
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12 Tricky Tax Dependent Dilemmas
taxes You’d think that knowing when someone qualifies as a tax dependent would be a simple matter. Think again!
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Get Ready for the Mother of All Tax Bills in 2009 ...
taxes Major tax changes are on the horizon for 2009. Not all of them will thrill you.
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Business Tax Preparation
taxes Having the necessary information at hand will make doing your business taxes easier.
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Beware the Coming Tsunami of Mutual Fund Distribution
investing How to handle the forthcoming TAXABLE mutual fund distributions.
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Year-End Investing Moves to Avoid
taxes Watch out for the tax consequences of buying or selling mutual funds now.
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Do-It-Yourself Pay Raise for the Holidays
taxes You can avoid overpaying taxes -- and give yourself a bigger paycheck -- by adjusting your withholding.
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Lose Home, Pay More Tax
real estate As foreclosures soar, a cruel tax rule rears its head.
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Taxes -- Buy More Time
taxes Here's how to push back the deadline ... or simply ignore it, legally.