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What To Do if Someone Steals Your Tax Refund

People stealing your tax refund is becoming more and more popular. A consumer website called GoBankingRates estimates that some $5.2 billion in tax refunds have been stolen so far this year. The IRS says it stopped roughly 5 million tax … Continue reading

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Beneficiary Form Mistakes

Don’t be blind sided by beneficiary form mistakes. Beneficiary mistakes can cost you thousands of dollars in taxes and penalties. Most people think that they have a beneficiary form. Most just assume that the financial institution has one on file … Continue reading

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Mutual Fund Overlap

How many mutual funds do you have in your IRA or 401k? Do you know which stocks those funds invest in? You may be surprised to learn that your mutual funds may hold the same stocks. For example, all of … Continue reading

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YMS 6/29/13-How The Supreme Court Decision Affect 401ks

Yourmoneyshow talks about How The Supreme Court Decision Affect 401ks and other retirement plans. We also talked about tax deductions that most people often miss. One tax deduction most often missed is the Health Reimbursement Arrangement. Health Reimbursement Arrangement can … Continue reading

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