You might think you're simplifying things by naming your estate as the beneficiary of your IRA - but you're probably wrong. The post The Problem with Naming Your Estate the Beneficiary of Your IRA appeared first on Getting Your Financial Ducks In A R...

Certain caregiver costs can be included as medical expenses for iteming your deductions on Schedule A for your tax return. The post Caregiver Costs Qualify as Medical Expenses appeared first on Getting Your Financial Ducks In A Row. Related posts:T...

Is there a way to use your IRA funds to invest in your new startup business? As a matter of fact, there is! Just read on... The post One Way to Use IRA Funds to Invest in Your Business appeared first on Getting Your Financial Ducks In A Row. Relate...

It's best to decide on a long-term plan that definitely reaches your goal, and then stick to that plan no matter what befalls you. The post Make a Long-Term Plan and Stick to It. appeared first on Getting Your Financial Ducks In A Row. Related post...

When you’re married to someone who has worked under the Social Security taxation system, you have two different benefits that may be available to you: Survivor Benefits, and Spousal Benefits. These two benefits may be more than the benefit you’ve ear...

Did you know you can have tax withheld from a distribution from an IRA without having to recognize income from the IRA? The post Withholding Tax Without Income? appeared first on Getting Your Financial Ducks In A Row. Related posts:Roth Conversions...

If you need help dealing with the IRS, the Taxpayer Advocacy Service may be just the ticket. They're really your only friend at the IRS. The post Do You Need a Friend at the IRS? appeared first on Getting Your Financial Ducks In A Row. Related post...

Did you know that you may be allowed to take distributions from your IRA in-kind? That includes Required Minimum Distributions (RMDs). The post Required Minimum Distributions (RMDs) Don’t Have to Be in Cash, But… appeared first on Getting Your Financ...

Just a few facts you should know about the IRS penalties that may apply to you if you do not file or do not pay your taxes. The post IRS Penalties – 8 Facts You Need to Know appeared first on Getting Your Financial Ducks In A Row. Related posts:His...

You have coverage for Social Security Disability benefits for a period of time after you have left full-time employment. The post Limits on Social Security Disability Coverage appeared first on Getting Your Financial Ducks In A Row. Related posts:W...