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Tax planning: Now that 2017 return is filed, consider these tips for the rest of the year - WFAA.com
2018-04-19

WFAA.comTax planning: Now that 2017 return is filed, consider these tips for the rest of the yearWFAA.comHowever, with the stock market flat to lower, now might be a reasonable time for that. Also, thanks to tax reform, ordinary income-tax rates have been shaved, so the tax bite could be a bit smaller than in the past. If you decide to do a Roth ...and more »

Tax planning: Now that 2017 return is filed, consider these tips for the rest of the year - USA TODAY
2018-04-19

USA TODAYTax planning: Now that 2017 return is filed, consider these tips for the rest of the yearUSA TODAYHowever, with the stock market flat to lower, now might be a reasonable time for that. Also, thanks to tax reform, ordinary income-tax rates have been shaved, so the tax bite could be a bit smaller than in the past. If you decide to do a Roth ...and more »

Tips for making 2018 taxes easier to file, more lucrative - USA Today - USA TODAY
2018-04-19

USA TODAYTips for making 2018 taxes easier to file, more lucrative - USA TodayUSA TODAYAnother tax-return filing season is basically in the bag, and the last thing you want to think about any further is taxes. But it's not too early to start planning ahead. These key tips might bear fruit down the road, especially with taxes still fresh ...Tax planning: Now that 2017 return is filed, consider these tips for the rest of the yearWZZM13.comall 1 news articles »

Tax planning - USA Today - USA TODAY
2018-04-19

USA TODAYTax planning - USA TodayUSA TODAYWith the 2017 tax filing season winding down, the last thing you want likely to think about is 2018 taxes. But heeding a few tips now could save money later.Tax planning: Now that 2017 return is filed, consider these tips for the rest of the year13WMAZ.comall 1 news articles »

Rules for beneficiaries of inherited IRAs - Chicago Tribune
2018-04-17

Rules for beneficiaries of inherited IRAsChicago Tribune... a five-year period following the owner's death. This option is available but is not the most desirable, since you would lose the stretch option. If there are multiple beneficiaries, the inherited account should be split after death. This split ...

Out-of-date beneficiary designations are a common and costly mistake - CNBC
2018-04-17

CNBCOut-of-date beneficiary designations are a common and costly mistakeCNBC"The classic worst case is you get divorced, your [ex-]wife is named as beneficiary and you never change the form," said Ed Slott, a certified public accountant in Rockville Centre, New York. "You might have changed your will to leave everything to the ...

Post-tax-time IRA checkup - InvestmentNews
2018-04-16

InvestmentNewsPost-tax-time IRA checkupInvestmentNewsPost-tax-time IRA checkup. Make sure your clients' individual retirement accounts are set for 2018. Apr 16, 2018 @ 2:17 pm. By Ed Slott. Share. The due date for filing 2017 tax returns is almost behind us, other than for those clients filing extensions ...

Lessons from this year's tax preparation - Chicago Tribune
2018-04-13

Lessons from this year's tax preparationChicago TribuneBe careful with Roth conversions: If your tax bracket is dropping, this year could be an excellent time to convert your traditional IRA into a Roth, according to Ed Slott, CPA and IRA expert. "I like the Roth, because it removes the uncertainty of what ...and more »

Here's what to do if you can't pay your tax bill on time - NorthJersey.com
2018-04-11

NorthJersey.comHere's what to do if you can't pay your tax bill on timeNorthJersey.com(Photo: Getty Images/iStockphoto). CONNECTTWEETLINKEDINCOMMENTEMAILMORE. Anyone who has reacted with horror at the amount they owe the IRS might know what can come next: realizing there's zero chance of coming up with the money by the time it's due ...

This is a Tax Day retirement deadline you don't want to miss - CNBC
2018-04-11

CNBCThis is a Tax Day retirement deadline you don't want to missCNBCApril 17 marks the final deadline for IRA contributions for tax year 2017. You can contribute as much as $5,500 total to a pre-tax IRA or a post-tax Roth IRA for the year. If you're 50 or older, you can contribute an additional $1,000. Even if you get ...and more »

How To Apply For A Tax Extension In 2018, Because You Know You're Not Ready To File Yet - Romper
2018-04-11

RomperHow To Apply For A Tax Extension In 2018, Because You Know You're Not Ready To File YetRomperIf the sudden realization that Tax Day is just around the corner has sent your less-than-prepared self into a state of panic, you should know that you're far from alone. In fact, the IRS fully expects that a significant portion of the population will ...and more »

AICPA Advanced Personal Financial Planning Conference Takes on Tax Reform - CPAPracticeAdvisor.com
2018-04-11

CPAPracticeAdvisor.comAICPA Advanced Personal Financial Planning Conference Takes on Tax ReformCPAPracticeAdvisor.comFinancial planning professionals from across the nation will convene in Las Vegas this June to connect with thought leaders and hear cutting edge technical content at the AICPA's 2018 Advanced Personal Financial Planning (PFP) Conference. The 31st ...

If you can't pay what you owe the IRS by Tax Day, here's what to do - CNBC
2018-04-10

CNBCIf you can't pay what you owe the IRS by Tax Day, here's what to doCNBC"People get afraid and then don't file their return," said Ed Slott, a certified public accountant and founder of Ed Slott & Co. in Rockville Centre, New York. "That's a big mistake." The IRS expects 155 million tax returns to be filed this year. Last ...and more »

What to do if you can't pay your taxes to the IRS by Tax Day - CNBC
2018-04-10

CNBCWhat to do if you can't pay your taxes to the IRS by Tax DayCNBCAll is not lost for filers who can't pay what they owe by April 17. Before you do anything, make sure you submit your return to avoid steep penalties from the IRS.and more »

Where clients can go wrong with IRAs: Tax Strategy Scan - Financial Planning
2018-04-10

Financial PlanningWhere clients can go wrong with IRAs: Tax Strategy ScanFinancial PlanningTaxpayers should ensure that they make 2017 contributions to their IRAs by April 17 even if they have requested an extension for filing their tax returns, according to an interview with Ed Slott, a tax planning expert, on Morningstar. Clients should ...

Here's what to do if you can't pay your tax bill on time - Shreveport Times
2018-04-09

Shreveport TimesHere's what to do if you can't pay your tax bill on timeShreveport Times(Photo: Getty Images/iStockphoto). CONNECTTWEETLINKEDINCOMMENTEMAILMORE. Anyone who has reacted with horror at the amount they owe the IRS might know what can come next: realizing there's zero chance of coming up with the money by the time it's due ...

Here's what to do if you can't pay your tax bill on time - USA TODAY
2018-04-09

USA TODAYHere's what to do if you can't pay your tax bill on timeUSA TODAY(Photo: Getty Images/iStockphoto). CONNECTTWEETLINKEDINCOMMENTEMAILMORE. Anyone who has reacted with horror at the amount they owe the IRS might know what can come next: realizing there's zero chance of coming up with the money by the time it's due ...

Where Investors Can Go Wrong With IRAs - Morningstar.com
2018-04-09

Where Investors Can Go Wrong With IRAsMorningstar.comChristine Benz: Hi, I'm Christine Benz for Morningstar.com. Investors have until April 17 to make an IRA contribution for the 2017 tax year. Joining me via Skype to discuss some IRA contribution mistakes to avoid is the IRA expert himself, Ed Slott. Ed ...and more »

Where Investors Can Go Wrong With IRAs - Morningstar - Morningstar.com
2018-04-09

Where Investors Can Go Wrong With IRAs - MorningstarMorningstar.comChristine Benz: Hi, I'm Christine Benz for Morningstar.com. Investors have until April 17 to make an IRA contribution for the 2017 tax year. Joining me via Skype to discuss some IRA contribution mistakes to avoid is the IRA expert himself, Ed Slott. Ed ...and more »

Backdoor Roth IRA Conversions: They're Complicated but Still Legal - Motley Fool
2018-04-07

Backdoor Roth IRA Conversions: They're Complicated but Still LegalMotley FoolRoss Anderson: And when he talked about the nondeductible IRA, like the after-tax in the 401(k) that I was just talking about, that's because they're taxed the same way. Those are basically the same thing, is a nondeductible IRA or an after-tax 401(k ...and more »

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