George Steinbrenner, the former Yankees owner, was in the news in 2010 when he died during a period of time when the estate tax was repealed, but the rest of us will likely not be as lucky (bad word choice?) as the estate tax appears to be around for the foreseeable future.
Monthly Archives: March 2016
When taxpayers mix pre-tax and after-tax contributions in the same retirement account such as a 401(k) or other defined contribution retirement plan, withdraws and rollovers can have unintended tax consequences if not properly planned.
Are you a generous person that regularly donates cash to qualified charitable organizations?