Your taxpayer filing status: You may be eligible to use more than one When it comes to taxes, December 31 is more than just New Year’s Eve. That date will affect the filing status box that will be checked on your 2020 tax return. When filing a return, you do so with...
Taking distributions from a traditional IRA

Taking distributions from a traditional IRA

Taking distributions from a traditional IRA Although planning is needed to help build the biggest possible nest egg in your traditional IRA (including a SEP-IRA and SIMPLE-IRA), it’s even more critical that you plan for withdrawals from these tax-deferred retirement...