The end of the year is more than just holidays, great food, and family!
It’s also the perfect time to make smart money decisions, take action to
reduce your tax liability and give yourself peace of mind! The following
links are filled with tips and s...read more
529 plan beneficisry graduated college this summer and the owner has
Money left in the 529 plan. Question 1: If the student-beneficiary
received several academic scholarships, can the owner take that money
out of his 529? 2. If he wants to remove the...read more
Hal_AlPosted a month ago
| Latest post 4 weeks ago by
Kiffer3
I'm taking a distribution on my Roth IRA that I first contributed
towards about 15 years ago. The Roth IRA is with Schwab now, but I have
rolled it over a couple of times from different companies since it's
inception. Schwab is indicating they'll put...read more
IntroductionI am hoping to receive detailed information on how to
correctly navigate the difficult situation I have created for myself
concerning HSA excess contributions. I will try to be as detailed as
possible in explaining my situation to hopeful...read more
We got married in 2023 and will do our first tax filing jointly this
year. How does the safe harbor rule work in this case, do we sum up the
tax we paid last year to match the 110% rule, or do we do the
calculation separately still?