IRS allows RMD reversal through Aug. 31

IRS allows RMD reversal through Aug. 31

The last few months have been interesting for older individuals exploring ways to make the most of their retirement money. This demographic got some more, and mostly good, news again this week. The Internal Revenue Service has decided they now have more time to return...
Interest offers tax savings, costs and more forms

Interest offers tax savings, costs and more forms

We’re heading, finally, into the heart of tax return filing season 2020. Even if you fill out and submit your Form 1040 electronically, as most of us do, you still need the documents that provide the figures you transfer to your return. One area of interest to...