The IRS is reminding taxpayers to check their tax withholding following a tax filing season that resulted in smaller refunds for many. As a result of the 2017 tax cut
Stealing the identity of someone who is deceased—sometimes called ghosting—can go on for months before the crime is detected. This may be because identity thieves know how to take advantage of the time between
Sweeping bipartisan retirement legislation took the industry by storm last month, with committees in both the House and Senate floating bills that not only make it easier to offer annuities
Plan sponsors have a clear legal obligation to monitor the quality of investments offered to retirement investors in 401(k) plans. While that part of fiduciaries’ obligations is indisputable, a small body of academic
The founders of World Backup Day chose the date March 31 to drive home the message that you should backup your devices before it’s too late–and then you become the April fool.
Tax-related identity theft happens when a criminal uses your Social Security number to file a tax return claiming a fraudulent refund. You may find out about the fraud when your e-filing
House Ways and Means Committee Chairman Richard Neal, D-Mass., continues to press IRS Commissioner Charles Rettig to answer questions about the usability of the new “postcard” size Form 1040 after
The 2019 tax filing season will be very different from recent ones for many taxpayers, and not just because of the 2017 tax cut legislation. The law cut marginal tax
While trying to time the market is a flawed and futile exercise, timing the taxation of investments is not. In fact, as an “advisor” (not “adviser”) I would argue this
Fidelity Investments’ quarterly data dump arrived last week, featuring loads of information about its retirement-account holders. It was eye-opening, to say the least. Recall last summer when we noted there
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