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Is an Annuity Worth It? Tax Pros and Cons
Retirement Knowing how an annuity might impact your tax situation can be confusing. Here are some advantages and downsides to consider.
By Kelley R. Taylor Last updated
Retirement -
Who Does the IRS Audit the Most?
Audits The IRS has a $400K audit directive problem. Here’s what you need to know.
By Kelley R. Taylor Last updated
Audits -
This Double-Dip Trust Benefit Really Is Too Good to Be True
Let's clear up the confusion among some trust makers and taxpayers over how grantor trust status affects the step-up in basis and estate tax exclusion.
By Rustin Diehl, JD, LLM Published
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How to Structure Retirement Income to Tamp Down Taxes
From Social Security to IRAs and investments, with smart tax planning, retirees can have some control over how much of their income they'll get to keep.
By Rick Barnett, CEPP, CFCA, MEP Published
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What’s Happening With Taxes on Overtime Pay?
Income Tax Donald Trump’s latest idea to eliminate overtime tax has ignited chatter.
By Kelley R. Taylor Last updated
Income Tax -
Tax Tips for National Preparedness Month
Disaster Preparedness National Preparedness IRS tips can help you protect and secure documents from disasters like storms, hurricanes, and fires.
By Katelyn Washington Last updated
Disaster Preparedness -
Should You Keep Your 401(k) When You Retire?
Here are three primary reasons you might want to consider moving your retirement money from your 401(k) to an IRA once you retire.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Want to Move to Italy? What to Consider Financially
Once you've decided that you and Italy are compatible, you'll want to work out your tax planning, investments, retirement accounts and benefits.
By Alex Ingrim, Chartered MCSI Published
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Idaho State Tax Guide
State Tax Idaho state tax rates and rules for income, sales, property, gas, cigarette, and other taxes that impact residents.
By Katelyn Washington Last updated
State Tax