individual tax
How Series EE Savings Bonds are Taxed
Many people have Series EE savings bonds that were purchased many years ago. [...]
Taking Distributions From a Traditional IRA
Although planning is needed to help build the biggest possible nest egg in [...]
Divorcing Couples Should Understand These 4 Tax Issues
When a couple is going through a divorce, taxes are probably not foremost [...]
Disability Income: How is It Taxed?
Many Americans receive disability income. You may wonder if — and how — [...]
What Tax Records Can You Throw Away?
October 15 is the deadline for individual taxpayers who extended their 2019 tax [...]
Buying and Selling Mutual Fund Shares: Avoid These Tax Pitfalls
If you invest in mutual funds, be aware of some potential pitfalls involved [...]
Why It’s Important to Plan for Income Taxes as Part of Your Estate Plan
As a result of the current estate tax exemption amount ($11.58 million in [...]
There May be Relief from Tax Liability for “Innocent Spouses”
If you file a joint tax return with your spouse, you should be [...]
Tax Implications of Working From Home and Collecting Unemployment
COVID-19 has changed our lives in many ways, and some of the changes [...]
Can Investors Who Manage Their Own Portfolios Deduct Related Expenses?
In some cases, investors have significant related expenses, such as the cost of [...]