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How much tax should I have withheld?
Withholding tax (also known as “payroll withholding”) is essentially income tax that is withheld from your wages and sent directly to the IRS by your…
What is a ‘marginal tax rate?’
So glad you asked! Published tax rates are confusing, and cause many people to think they are paying more in taxes than they really are.Your…
How and why your 401(k) is changing
Employers are getting smarter about how they run retirement plans. They are making some moves that are good for younger workers, including automatically enrolling new…
Tax Tip: The head of household loophole you won’t want to use
One spouse in a married couple filing separate returns can file as 'Head of Household,' but the trick isn't a pleasant one. NEW YORK…
Understanding and establishing ‘Material Participation’ for tax purposes
When it comes to your income taxes, U.S. tax law makes a distinction between different types of income — including income from passive investments and…
Special rules for deducting moving expenses
There are many costs associated with moving and they can really add up fast. Fortunately, if you are moving because of a new job, or…
Location matters when choosing a retirement home
When you retire, you may find that there are many options when it comes to choosing where to live out your golden years. Key factors…
Terrific charitable transfer rule is back
A great savings technique is back for those 70.5 and older. NEW YORK (MainStreet) — One of the temporary benefits extended for tax year…
