401k Rollovers - Transferring Your Retirement Investments When Changing Jobs
September 12, 2008
Rolling over your 401k into an IRA is one of the key financial steps when you take a new job. A job change can be one of the most frustrating and overwhelming times of your life; but it can also be one of the most exciting and fulfilling times of your life! Transferring your retirement […]
Economic Stimulus Rebate Payment in the Bank
May 30, 2008
I had been checking on our economic stimulus check status regularly at the beginning of this month but hadn’t looked for an update in a few weeks.
I was happy to see that our rebate check actually came through via direct deposit about a week and a half ago. We’re using the check to help fund […]
Economic Stimulus Rebate Checks - How to Track Your Stimulus Payment
May 8, 2008
The economic stimulus rebate checks are in the mail, have you gotten your rebate yet? If you’re not sure whether you’re getting any money, check out these economic stimulus check frequently asked questions.
If you meet the qualifications and want to know when you’re getting your rebate check, the IRS has put up a site called “Where’s my […]
Open a Separate Bank Account for Your Tax Payment or Refund
April 12, 2008
Do you hate the hassle of printing out and mailing in your tax return every year? According to the IRS, 80 million people avoided the hassle last year by choosing to e-File their taxes. For those not aware, e-File simply means you send in your tax information electronically using tax software on your computer.
e-Filing TaxesOne of […]
Free TaxCut Online Premium Software for the Most Creative Tax Deductions
March 29, 2008
If you haven’t done your taxes yet, the clock is ticking. According to the “Countdown to Tax Day” calendar there are 17 days left until your returns have to be filed.
You may actually have benefitted from procrastinating this time. I’m giving away access to H&R Block TaxCut Online Premium + efile to two readers of […]
Economic Stimulus Rebate Check Frequently Asked Questions
March 27, 2008
JKLasser, the company that puts out an annual tax guide, sent me the following information about the rebate checks that will be going out to some people. From the looks of things, we should get back $1500. It will be a nice little boost for our vacation fund but I’m sure it won’t help the […]
Watch Out for these Tax Scams, Frauds, Schemes, & Abuses
March 26, 2008
Every year the Internal Revenue Service provides a list of “tax schemes and scams” that they’re on the lookout for, the list for this year was just released two weeks ago. Here are a few of the items to watch out for.
Phishing for Financial InformationMost of you probably already know that phishing is the practice […]
Are You Borrowing Against Your Tax Refund?
March 17, 2008
The formal name of this practice is refunds anticipation loans, or RALs. They’re marketed primarily to cash-poor taxpayers who use their annual federal and state tax refunds as a piggy bank for discretionary items or increasingly, essentials like food and rent.
Do they make sense? Ask yourself this question – would you borrow money at rates […]
Tax Tips for Working With Your Accountant
March 9, 2008
Even if you hire someone to prepare your taxes, there is still work to be done to gather all the information your tax preparer needs. The tax return your accountant creates will only be as good as the information that you provide them.
I think one of the biggest misconceptions about having someone else do your […]
Outsourcing My Taxes - Is the Price of Expert Tax Advice Worth the Cost?
March 4, 2008
This is the first year in my adult life that someone other than me will do our taxes. The revelation hit me about a month ago as I started gathering together all our tax documents. My college roommate, a CPA and a tax attorney, was looking for new business for his law firm. Why not […]
