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Tax Season Tips with Ed Slott

Friday, February 5, 2021

After a tumultuous 2020, the IRS will open tax filing season on Friday, February 12th, a few weeks later than years in the past. The deadline to file and pay any tax owed reverts to April 15th, after last year’s COVID-19 related extension.

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Your Taxes and COVID-19 with Ed Slott

Friday, January 22, 2021

Because of all the various changes that went into effect last year as the pandemic unfolded, this tax season could be a tricky one.

To help us break it down, we're joined by the one and only Ed Slott, the ultimate tax guru and founder of IRA Help.

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Tips for Getting Your Financial Life in Order in Hard Times

Wednesday, January 13, 2021

Two books are intended to help people who are worried about their finances in the midst of this painful pandemic. One suggests ways of improving your situation right now. The other focuses on ensuring that when and if you retire, your accounts will be in solid shape.

They are both worthwhile, though for complex problems, you will need to look elsewhere.

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How To Fix America’s Retirement Crisis: 10 Experts Weigh In

Sunday, January 3, 2021

For decades there’s been a festering retirement crisis in America.

Congress has repeatedly tried to resolve the retirement crisis via stop-gap, incremental efforts. It has created new retirement accounts, like Roth IRAs to benefit lower income workers, as well as tax-advantaged health savings accounts (HSAs) to help pay healthcare costs.

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