Latest articles by Rachel L. Sheedy
-
IRS Remodels the 1040 for 2019
taxes The IRS is reducing the number of schedules and improving the form to make it less confusing.
-
IRS Releases Draft Form of New 1040 Tailored for Seniors
retirement Easier-to-read form highlights retirement income streams and other tax benefits for citizens 65 and older.
-
Taking Advantage of Higher QLAC Limits in 2019
retirement You'll need to crunch some numbers before you contribute more toward your qualified longevity annuity contract for retirement.
-
7 Midyear Moves Retirees Can Make to Trim 2019 Tax Tabs
retirement As July Fourth nears, there are fireworks to enjoy and cookouts to attend.
-
Secure Act Calls for Changes to IRAs, RMDs
IRAs Nixing the age cap for contributions and raising the age to start required minimum distributions could affect workers, retirees and heirs.
-
Reverse Mortgage Borrowers Face New Financial Test
Making Your Money Last For the first time, borrowers will have to prove they can handle the ongoing property costs to qualify for a reverse mortgage.
-
Inherited 401(k)s: 6 Questions Heirs Need to Ask
401(k)s An inherited 401(k) can be a lasting legacy, but the windfall needs to be handled carefully to maximize the inheritance and minimize taxes.
-
Ways to Avoid IRS Underpayment Penalties
taxes There are several options for penalty relief if you end up owing more in taxes than you anticipated.
-
Start Trimming Your 2019 Tax Tab Now
retirement As you complete your 2018 tax return, turn some attention to your tax plans for 2019.
