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Professionals Column

Faster Processing Of Alzheimer's Claims

Today, more than 5 million Americans are living with Alzheimer's disease. Since the onset of Alzheimer's can occur in people before they retire, it may strike during an individual's working years, …

Be Aware of IRS Audit Red Flags

Many taxpayers fear an IRS audit. Although the IRS audit targets change with the times, below you'll find some of the high-risk tax-audit areas that the IRS has examined in recent years: Earned …

Error on Your Return? Relax: Just Amend It

An amended tax return generally allows you to file again to correct a mistake in your filing status, your income or to add deductions or credits you may have missed. Here are some points the IRS …

Avoid Commission-Based Investment Brokers

The readers of Current Pension Topics are well aware of how hurtful it is to invest for retirement with a commission-based investment broker. These nationwide sales sharks charge the uninformed, …

Last-Second Tips For Tax Procrastinators

Can't make the May 17 tax-filing deadline and need more time to file your tax return? You can get an automatic six-month extension of time to file from the IRS. Here are important things you need to …

Tax-Deadline Help: Last-Minute Tips

The tax-filing deadline is just around the corner. According to the Internal Revenue Service, 20 to 25 percent of all Americans wait until the last two weeks before Tax Day (now extended to May 17) …

Taxable IRA RMDs Take Effect at 72

As long as you have generated W-2 income/earned income,, you are entitled to contribute to an IRA (Traditional or Roth). There is no age cutoff. Starting at age 72, however, you must begin …

A Perfect Time to Plan For Your Future

April is Financial Literacy Month, a time focused on educating people about the importance of planning for a secure financial future. Social Security is a vital part of any financial plan. We have …

When Will My Tax Refund Arrive?

Are you expecting a refund this year? Here are important items the IRS wants you to know about your refund. Refund Options.¬†You have three options for receiving your Federal income-tax refund: …

Beware of Tax-Time Errors on Returns

Mistakes on tax returns mean they take longer to process, which in turn may cause your refund to arrive later. The IRS cautions against these common errors, so your refund is timely: Incorrect and …

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