Taxes

Economic Security Planning, Inc. Today’s column addresses questions about maximum rates for retirement benefits, the WEP and substantial covered earnings after 62, restricted applications and the 1/2/1954 deadline, when spousal benefits can be available and how they’re calculated and protective filing dates. Larry Kotlikoff is a Professor of Economics at Boston University and the founder
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Getty (Updated: June 12, 2020) On March 20, 2020, Treasury Secretary Mnuchin extended the tax filing and payment deadline for federal income tax to July 15, 2020. This relief includes estimated payments for the first and second quarters. You can find more information and guidance here. Some states have also extended filing and payment deadlines –
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Bitcoin currency sign in digital cyberspace. Technology Network and Internet marketing, Money … [+] Exchange background concept Getty The tax code does not treat every stream of income the same way. If you are a cryptocurrency user, it is important to know about these different types of income because they can dramatically impact your post-tax
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Closeup of weightlifter clapping hands before barbell workout at the gym Getty In the latest episode of Willis Weighs In, Benjamin Willis, contributing editor for Tax Notes Federal, and Jasper Smith, executive editor for commentary for Tax Notes, discuss Ben’s journey from the foster care system in Providence, Rhode Island to one of the tax industry’s must-watch thought
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Economic Security Planning, Inc. Today’s column addresses questions about the earnings test and a spouse’s retirement benefit, spousal and retirement benefits, survivor benefit rates, maximizing spousal benefits and eligibility for divorced spousal benefits. Larry Kotlikoff is a Professor of Economics at Boston University and the founder and president of Economic Security Planning, Inc, which markets
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In a recent interview, attorney Steven J. Oshins and CPA Bob Keebler described the current estate planning environment as a “perfect storm”. The unified credit amount is $11.4 Million per person; the interest rates are at an unprecedented low of 0.6% (June 2020);  the CARES Act waives the Required Minimum Distributions from Retirement Plans; market volatility
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