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Tax questions

Retirement & Social Security

IRAs, 401(k)s, Roth conversions, required distributions, and how Social Security is taxed.

All topics IRS letters & problems Deadlines & filing Deductions & credits Small business & self-employed Real estate & rentals Retirement & Social Security Family & education Estate, gifts & inheritance Investments & capital gains Bookkeeping & payroll Health & insurance

159 answers

One-minute answer

Dr. Friday on IRA for Kids

Family & education

IRA for kids. Let's say your kid goes out and starts cutting grass or doing something outside the household in which they are earning money. Remember that they…

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One-minute answer

Federal Tax Code Encourages Charitable Contributions

Deductions & credits

Federal Tax Code encourages charitable contributions after the age of 70. You may be able to make this directly from your RMD or the Required Minimum Distribution of…

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One-minute answer

Doing Tax Season the Right Way

Retirement & Social Security

And taking the time during tax season to also look at the current year is essential. Because sometimes big things happen, and you need to understand how that…

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One-minute answer

Understanding Medicare and Social Security

Health & insurance

And this is for individuals that are on Medicare or taking Social Security. It may be in the 2021 year you actually ended up with a really high…

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One-minute answer

Putting Money Away For Retirement

Retirement & Social Security

As an entrepreneur I think one of the hardest things that most of us think about is retirement, putting money aside for that day that we might not…

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One-minute answer

This Is What A Tax Expert Does

Retirement & Social Security

I am a tax expert. I'm an enrolled agent. So when people come in and ask me, "Should I have an IRA or should I have a Roth?…

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