Benefits

Jittery investors saw the volatile market play havoc with investment portfolios. But while the ups and downs may have created anguish for some, financial planner Bryan S. Slovon says he fielded few if any calls from nervous clients.

Generally, contributions to a traditional IRA may be wholly or partially tax-deductible, especially in the earlier part of your career, but distributions are taxed at ordinary income rates reaching up to 39.6 percent. In addition, you must begin ...

Florida has been in the news a lot recently, and probably not for reasons that promoters of the Sunshine State would prefer. The spotlight is because hundreds of people have been arrested over the past year for identity theft crimes that involved filing bogus income tax returns for thousands of taxpayers, and then having the refund checks sent to the criminal. And more than 33,000 Florida residents have claimed identity theft in the past year.

The stock market's drop in recent months has no immediate tax effect on the moneys of pre-retirement-age taxpayers whose traditional or Roth IRAs are invested in stocks and mutual funds. That's because neither losses nor gains are recognized within ...

Most people have some kind of lifestyle vision for retirement. Unfortunately, without proper planning their dreams won’t always become a reality as they enter the encore time of their lives, says Michael Bivona, a CPA who retired almost 20 years ago.

It wasn’t long ago that most Americans had a secure three-legged stool on which to rest their retirement concerns – a well-funded Social Security system, substantial corporate pensions with retiree health benefits and, ideally, a strong personal ...

Chance is a big proponent of testing a retirement plan to make sure it’s sound. To do it right, though, means being thorough, he says. Often, testing is based on just projected income, but that doesn’t go far enough because it doesn’t take into ...

The Avalara Sales Tax Compliance App provides an automated sales tax calculation and return filings compliance solution within the familiar QBO interface. It’s cloud-based and always up to date, ensuring that sales tax rate, rule and boundary ...