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What You Need to Know to Write a Last Will and Testament by Robbi Erickson
September 20, 2005   6418 Hits
This article goes over the basics of writing a will. It explains what people need to be identified, what clauses need to be included, and what happens in probate. After reading this article the read ...
 
Understanding your W-2 Form by kmhagen
June 17, 2005   12749 Hits
Your W-2 Form is an important document that summarizes the annual compensation you received as an employee and the income taxes that were withheld from your pay. The W-2 also provides information on  ...
 
What Files Should I Keep For My Income Taxes? by kmhagen
June 21, 2005   9626 Hits
Once you have finished preparing and filing your income tax return, what do you do with your supporting documentation? Which records do you need to keep, how should you file them, and how long do you ...
 
How To Take the Student Loan Interest Deduction by kmhagen
June 27, 2005   7156 Hits
 
Do I Need to File a U.S. Federal Income Tax Return? by kmhagen
June 27, 2005   17957 Hits
You may have had federal income tax withheld from your pay all year, and wonder if you really need to file a return. Or you may think you didn’t make enough money to have to file a return. But it  ...
 
How Are Dividends and Other Corporate Distributions Taxed? by kmhagen
July 07, 2005   20434 Hits
If you have investments in stocks or mutual funds, you may receive ordinary dividends, qualified dividends, capital gain distributions, stock dividends, or distributions that are a return of capital.  ...
 
What Are the Tax Advantages of a Roth IRA? by kmhagen
July 19, 2005   4963 Hits
A Roth IRA is a special type of individual retirement plan. It is subject to many of the same rules that apply to traditional individual retirement arrangements (IRAs). But there are some difference ...
 
Withholding Tax and Estimated Tax on Pensions and Annuities by kmhagen
August 02, 2005   6378 Hits
 
Tax Benefits of a Coverdell Education Savings Account by kmhagen
August 08, 2005   2443 Hits
A Coverdell Education Savings Account (ESA) is a type of savings account set up to pay the education expenses of a beneficiary. This type of savings account qualifies for certain tax benefits. Contr ...
 
Tax Benefits of Health Savings Accounts by kmhagen
August 15, 2005   8859 Hits
If you have a high deductible health coverage plan and are not on Medicare, a Health Savings Account (HSA) may be an option to help you pay medical expenses. You can claim a tax deduction for contrib ...
 
When Do You Have to File Schedule D with Your U.S. Individual Income Tax Return? by kmhagen
August 18, 2005   14424 Hits
Schedule D is used to report capital gains and losses on assets held for personal or investment purposes. You may need to use Form 4797 to report gains or losses on sales, exchanges or other disposal ...
 
Funding Your College Education: Financial Aid, Scholarships, and Taxes by Sarah McGuire
May 19, 2005   2007 Hits
There are a variety of resources available to help students fund higher education. These resources include federal financial aid, scholarships, and tax credits and deductions. ...
 
Federal Income Tax Effects of Property Transfers to a Spouse by kmhagen
September 09, 2005   2862 Hits
Generally, transfers of property to a spouse, or former spouse in a divorce settlement, do not result in gains or losses for income tax purposes. The basis of property to the receiving spouse is gene ...
 
How to Create an Attractive Employee Benefit Plan That You Can Afford by Robbi Erickson
September 09, 2005   10685 Hits
This article goes over the basics of employee benefit plans. It outlines what benefits are legally mandated, what benefits are desired by employees, and what benefits businesses can offer that have l ...
 
What are the Tax Advantages of a Traditional IRA? by kmhagen
September 14, 2005   10737 Hits
Contributions to a traditional IRA may be tax-deductible up to a certain amount. Generally, you cannot receive distributions until you are 59 ½, but there are exceptions, such as for first-time home ...
 
Who Can Claim a Tax Credit for Retirement Savings Contributions? by kmhagen
September 14, 2005   2736 Hits
 
When You Inherit An IRA Or You Are A Beneficiary by kmhagen
September 16, 2005   7345 Hits
A surviving spouse who inherits an IRA may be able to treat the IRA as his or her own by changing the name on the account or by rolling over the IRA assets, or may choose to be treated as a beneficiar ...
 
Choosing an Operating System by John Krane
September 10, 2005   11423 Hits
Linux, Macintosh, Windows...which one do you need? This article attempts to explain the basic differences, advantages, and disadvantages of each operating system. ...
 
How to Successfully Write and Negotiate a Contract by Robbi Erickson
September 16, 2005   74425 Hits
This article goes over the basics of contracts. It provides tips on how to successfully negotiate a contract, and how to draft a contract. After reading this article you will know what steps to take  ...
 
Do I Have To Pay Tax on Sickness and Injury Benefits? by kmhagen
September 27, 2005   2630 Hits
Sickness and injury benefits include workers’ compensation, disability pay, benefits from certain health and long-term care insurance plans, and other types of payments. Certain benefits are specif ...
 
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