Aug 28, 2024
Mailbag Question:
“I’d like to give more money to a couple different charities this year, but my tax person said it wouldn’t help my taxes. Is there a way I can make a gift that reduces my taxes?”
Intro:
“There are a ton of different ways to give to charity, but not all of them will help you on your taxes. ...
Aug 21, 2024
Mailbag Question:
“Everything I hear about Social Security is bad, and it sounds like the program will run out of money in a few years. Is there a good reason I shouldn’t file for benefits now before the money runs out?”
Intro:
“Many retirees are concerned about the state of Social Security, and some of them...
Aug 14, 2024
It’s no secret that the IRS is underfunded right now. It takes most taxpayers months to receive refund checks, and most would rather go to the dentist than wait on hold to talk with the IRS.
Our guest this week is Tom Nally, who’s recently launched Tax Now to help taxpayers and their professionals navigate this...
Aug 7, 2024
Mailbag question:
“My husband and I are assembling our retirement plan and planning to relocate once I quit working. We’re trying to decide between Tennessee, Florida and Texas, since they’re all states with lower tax and retirement lifestyle costs. Which do you think is best? The lists are all different.”