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How to Handle an IRS Audit of Your Tax Return
tax returns Keys to success in handling an IRS audit include being well prepared, establishing credibility, and keeping your wits about you.
New RMD Rules: Starting Age, Penalties, Roth 401(k)s, and More
Making Your Money Last The SECURE 2.0 Act makes major changes to the required minimum distribution rules.
By Rocky Mengle PublishedMaking Your Money Last
Most-Overlooked Tax Breaks When Filing Taxes After Divorce
Divorce Filing taxes after a divorce can add to an already long list of challenges. But there are some tax breaks that might help ease the transition.
By Kevin McCormally Last updatedDivorce
Charitable Donation Tax Deductions: An Additional Reward for the Gift of Giving
Tax Breaks With a charitable tax deduction, you can donate to a good cause and cut your tax bill at the same time.
By Rocky Mengle Last updatedTax Breaks
11 Tips on How and When to File an Amended Tax Return
tax returns What to do if you discover a mistake on a previously filed tax return (and other reasons for filing an amended tax return).
By Rocky Mengle Last updatedtax returns
Taxes on Unemployment Benefits: A State-by-State Guide
State Tax Don't be surprised by an unexpected state tax bill on your unemployment benefits. Know where unemployment compensation is taxable and where it isn't.
By Rocky Mengle Last updatedState Tax
Is Your Company Ready for the New Partnership Tax Audit Rules?
taxes Unless you take action, you could be facing some unpleasant tax consequences.
By John M. Goralka Last updatedtaxes
The 10 Least Tax-Friendly States for Middle-Class Families
state tax It can cost you thousands of dollars each year if you fail to consider state and local taxes before moving your family from one state to another.
By Rocky Mengle Last updatedstate tax
Are your savings just going to taxes?
taxes Don’t give away more than you have to. Put tax-efficient investing strategies to work.
By Megan Clark, Investment Adviser Representative Last updatedtaxes
Want Real Estate Without Hassle? Consider a DST
real estate Before you get into the landlord biz (or if you'd like to get out of it), there could be an easier way to invest in real estate, a Delaware Statutory Trust.
By Megan Clark, Investment Adviser Representative Last updatedreal estate