Secure or Not Secure Part II

Secure or Not Secure Part II

Is Your Retirement Really SECURE?  Part II Written by Conrad Slate Do you know about the new SECURE Act?  It’s the one passed by Congress in December that lets you postpone your required distributions (RMDs) from starting at age 70 ½ to age 72.   So far so good,...
Secure or Not?

Secure or Not?

Secure or Not? written by Conrad Slate Do you remember when “we have to read it to see what is in it”?  Well, we have a brand new law that will make a difference to almost every American who has a retirement account of almost any kind. The SECURE Act passed Congress...
What if You Get Audited?

What if You Get Audited?

What if You Get Audited? What the I.R.S. looks for and why. “Audit” is a word that can strike fear into the hearts of taxpayers. However, the chances of an Internal Revenue Service audit aren’t that high. In 2017, the most recent statistics available, show the I.R.S....
That scholarship may be subject to income tax

That scholarship may be subject to income tax

If your child is deciding between two schools based on a financial aid package, be sure to weigh the taxes that may accompany the offer.Families depend on scholarships, assistantships and grants to help them afford higher education.Indeed, the annual cost of tuition,...