by Kristine McKinley | Feb 7, 2012 | Taxes
Everyone loves a good tax tip. And now that tax season is in full swing, the IRS and other experts have started to issue tip after tip after tip. Here’s a recap: Getting a jump on your taxes long before the April deadline is the best tip of all. To do so, the...
by Kristine McKinley | May 7, 2011 | Retirement
On any given day, you will find not one but several studies that examine the current state of affairs for Baby Boomers, the 77 million Americans born between 1946 and 1964 that are now slowly approaching retirement. And what’s emerging is an interesting, though...
by Kristine McKinley | Dec 20, 2010 | Featured Post, Taxes
Good news for charitable IRA owners over age 70 ½… the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, signed last week by President Obama, extends the ability to give up to $100,000 directly from your IRA to a charitable institution,...
by Kristine McKinley | Dec 17, 2010 | Featured Post, Taxes
“We had a responsibility to protect middle class families from a tax increase that would have hit their paychecks and harmed the recovery” – Treasury Secretary Timothy Geithner statement after the House passed the newest tax bill last night. Nothing like waiting til...
by Kristine McKinley | Dec 9, 2010 | Featured Post, Retirement, Taxes
As we near the end of 2010, many people are wondering if a Roth IRA conversion is the right move for them. Why so much focus on Roth IRAs this year? The rules that determine who can convert a traditional IRA to a Roth IRA have been changed which will allow more...
