Income Tax, Social Security Tax, etc…
It is important to learn and understand the way retirement income. And, you’ll know what to expect should your income rise above the taxable threshold.
2020 & 2019 Federal Income Tax Rate Schedules (Individuals, Trusts, and Estates)
2020 Individual Income Tax Planning
What You will Pay for Medicare for 2020
IRA and Retirement Plan Limits for 2020
“The Taxpayer Roadmap 2019”
The Taxpayer Advocate Service published a “subway map” showing taxpayers how the tax system can be navigated to get assistance with their tax needs.
2019 Key Numbers, Jan. 16, 2019
2018 Key Numbers as of Nov. 12, 2018
Projected 2019 Key Numbers
Meals continue to be deductible under new IRS guidance 20181003 JoA
529 Plan changes under the 2017 Tax Cuts Jobs Act
“Tax Cuts and Jobs Act – Impact on Businesses”
“Tax Cuts and Jobs Act – Impact on Individuals”
“What’s in the Final Republican Tax Bill” 20171217 NYT
“Winners and losers in the tax bill” 20121217 NYT
“Tips for Fearlessly Chasing a Bigger Tax Refund” 20160219 NYT
This may not be easy, “…but putting in some effort may save you money.”
“Year-End [2015] Moves: Why Your Mail Provider Matters and Other Tips for Beating the Clock” 20151224 WSJ
This article highlights some “subtleties in the tax rules that bring both opportunities and pitfalls.”
2016 Standard Mileage Rates for Business, Medical and Moving 20151217IRS
$.54 per mile for business purposes
$.19 per mile for medical and moving purposes
$.14 per mile for charitable organizations
2015-2016 Income Tax Key Numbers
“Tax Court Reminds Us That You should Never Toy Around With Your Retirement Account” Forbes 20150818
2017 New Due Dates for certain tax returns. 20150731
Changes to tax returns for some tax returns was part of the short-term highway funding legislation.
“10 Things to Know About Taxes On Legal Settlements” F 20150706
The rules may not be what you expected them to be.
Tax Changes You Need to Know, snapshot of 2014 Tax Law as of Feb. 28, 2014
IRA and Retirement Plan Limits for 2014
2013 Tax Law Snapshot for 2013 Filing Season
“The New Capital-Gains Maze” 20130215WSJ
A clear discussion of the impact of the thresholds for the various rates under the recent tax legislation.
