Spokeo takes a look at the legality and potential consequences of online scams.

Filing a state tax extension can provide extra time to prepare and submit your state tax return if you miss the original deadline. While the IRS offers a fairly uniform process for federal tax extensions, the rules for...

Filing an extension can give you extra time to complete your tax return, typically pushing the deadline from April to October. But what happens if you file an extension but owe money? Filing an extension does not give you...

When tax season rolls around, homeowners often wonder if property taxes are deductible on their tax returns. The answer is yes—you can deduct property taxes on your tax return. In fact, property tax deductions remain one...

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Increasing assets under management (AUM) is a common goal for growth-focused advisors. You may know, however, that building a book of business is sometimes easier said than done. Niching down to focus on clients in a...

The connections you build within your industry can help bring more referrals, and thus prospects, your way. Every referral you receive from another professional is a mark of trust, which can underscore your credibility and...

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The IRS does permit rollovers between these 401(k) and 403(b) plans, allowing you to consolidate retirement savings when appropriate. However, not all 403(b) plans accept rollovers from 401(k) accounts. This decision is up...

Understanding what counts as taxable income and what does not can significantly impact your financial planning and tax obligations. The IRS has specific guidelines about examples of taxable and nontaxable income that every...

For retirement savers preparing for required minimum distributions (RMDs), recent legislation has brought significant changes to the timeline. The SECURE Act of 2019 initially raised the RMD age from 70½ to 72. This gave...

Reinvesting a required minimum distribution (RMD) into a Roth IRA isn’t allowed directly, since RMDs are considered taxable income. However, if you have earned income and fall within the IRS income limits for Roth...

No, but also yes. A nursing home cannot unilaterally take your assets or property, even if you are staying there. Nursing homes have the same rights and limitations as any other business. If you sign a contract and don’t...

Affordability is just one component of buying a new home. Hopeful first-time homebuyers would be prudent to consider the competitive landscape, lifestyle, social and future growth potential of their home. Taking on such a...

Your current tax bracket is an important consideration when evaluating whether to convert a tax-deferred retirement account to a Roth account. However, it’s just one of several elements to keep in mind. For example, your...

Do you have a backup plan? This is one of the key questions when it comes to managing your portfolio in retirement. Your income will be determined in large part by how much growth your portfolio generates, but investing...

I inherited an IRA from my mother who was already taking RMDs when she passed away. Am I required to take RMDs from the inherited IRA, or does the IRA simply need to be depleted by 10 years from the date of inheritance? I...

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An inheritance can offer helpful financial support, but it may also come with tax considerations. The taxes you might owe depend on the type of asset, federal and state laws, and the size of the inheritance. Most estates...