Showing posts with label early. Show all posts
Showing posts with label early. Show all posts
Monday, January 27, 2025

File A Return, Especially If You Have Carryovers

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  Please file a tax return when you have significant carryovers. Let’s look at the Mosley case. In 2003 Sonji Mosley bought four reside...
Sunday, February 26, 2023

Navigating The Tax Code On Your Own

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  I received a phone call recently from the married daughter of a client. I spoke with the couple – mostly the son-in-law – about needing an...
Saturday, July 10, 2021

Exceptions to Early Distribution Penalties

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  What caught my eye about the case was the reference to an “oral opinion.” Something new, methought. Better known as a “bench opinion.’...
Sunday, April 26, 2020

IRA Changes For 2020

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  The issue came up last week with a retired client, so let’s talk about it. What is going on in 2020 with your IRAs? There are se...
Sunday, July 21, 2019

Depression And Disability

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I am reading a Tax Court case where the taxpayer represented himself. This is referred to as “pro se.” Technically, it does not mean that ...
Sunday, April 16, 2017

IRA or 401(k): Which Is Better If You Get Fired?

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Name me a major difference between an IRA and a 401(k). I will give you the setup. After 17 years in the construction industry, Mr ...
Sunday, October 30, 2016

When Hardship Is Not Enough

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Let’s talk a bit about hardship distributions from your retirement plan – perhaps your 401(k). You may know that you are not suppos...