The main difference between a W-9 and a 1099 is that you fill out a W-9, while the business or entity that is paying you ...

Business taxpayers are often entitled to extra self-employed and small business tax deductions, which can potentially lead to ...

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

Contributing money to a traditional or Roth IRA can help you save money for retirement on a tax-advantaged basis. Should you ...

It was a classic “rat,” a legislative favor added without public notice to a massive budget bill at the end of the General Assembly’s 2023 session. The purpose: Block construction of a large warehouse ...

It was a classic “rat,” a legislative favor added without public notice to a massive budget bill at the end of the General Assembly’s 2023 session. The purpose: Block construction of a large warehouse ...

April 15 is your deadline for filing your 2025 tax return, and it’s also your deadline for funding an IRA for 2025. If you haven’t yet made your contribution, it’s time to get on the stick. For 2025, ...

Dear Liz: I have $160,000 in a 403 (b) retirement plan and I’m 70. I know I have to start taking required minimum ...

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax rate at distribution. Tax-free growth in a Roth IRA is a significant ...

30-Day ETF Distribution Distribution Distribution SEC Ticker(1) ETF Name Frequency per Share Rate(2,4) Yield(3) ROC(5 ...