The IRS has been busy. From a third round of stimulus payments, to a delayed tax filing date, to relief for taxpayers involved in disputes with the federal tax agency -- just to name a few of the thin... more

The COVID-19 pandemic in 2020 brought a halt to numerous activities, but it did not prevent a surge of both new and experienced individual investors from getting involved in the stock market, accordin... more

The subject of a reader’s question has to do with 2020 RMDs that should not be taxable because they were reversed.... more

The importance of having savings certainly has been brought to the forefront during the COVID-19 pandemic, as many people found themselves living on, and often exhausting, their emergency savings due ... more

If it weren’t the year 2020, right around now, I would be cautioning IRA owners over 70 1/2 to make sure they withdrew their required minimum distributions (RMDs) from their individual retirement acco... more

It’s December, and if you haven’t yet made your charitable contributions this year, now is the time, especially since 2020 contributions are subject to new, more favorable tax treatment.... more

If you are participating in a retirement plan at work, are you changing your activity because of the pandemic? Most participants are not, even though the COVID-19 market was a roller coaster between F... more

Have you made an investment decision during the coronavirus market that you regret? Perhaps you sold out of your stock investments or stock mutual funds in March when news headlines were dire?... more

COVID-19 has had an effect on all of our lives, affecting not only health, but also jobs and personal finances. Some people are encountering new challenges, such as being unable to pay bills on time.... more

An important deadline is fast approaching that applies to anyone who wants to reverse an RMD (required minimum distribution) from a retirement account in 2020. That deadline is Monday, Aug. 31.... more

Payroll Protection Program scams are in the news these days, but frauds that target retirees haven’t gone away.... more

The song “You Can’t Always Get What You Want” describes how people feel about retirement these days. That’s the song chosen by nearly half of the respondents in a survey released on July 29 by the All... more

The difficult period we are experiencing as a result of the COVID-19 pandemic has a related, unsavory aspect: It has opened an opportunity for scammers to take advantage of people, especially seniors.... more