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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 Key Numbers

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.

2015 Standard Mileage Rates

Tax Changes You Need to Know, snapshot of 2014 Tax Law as of Feb. 28, 2014

2014 Key Income Tax Numbers

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.

2013 Income Tax Key Numbers

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