Taxes

“Prepaid” 529 plans allow consumers to lock-in future tuition at current prices, but they have largely been overshadowed by the more popular 529 “Savings” plans. However, new research shows that the oft-overlooked Prepaid may be a better bet than originally thought, offering superior risk-adjusted returns, historically. Choosing the right college savings strategy is never easy.
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Social Security may be one of your largest assets. What and when you collect will make a huge difference to your lifetime benefits. Today’s column addresses filing early in anticipation of potential future benefit cuts, who can still file restricted applications, potential effects of pensions on Social Security benefits, the availability of survivor benefits and
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In a recent program manager technical assistance memorandum—these are from the National Office of the Office of Chief Counsel to IRS program executives and managers—the IRS addressed whether premium seating upgrades (such as for premium economy seats) are subject to the air transportation excise tax. blue seats in economy class passenger section of airplane Getty
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Social Security may be one of your largest assets. What and when you collect will make a huge difference to your lifetime benefits. Today’s column explore when you can, and cannot, file a restricted application for spousal benefits only, when retirement benefits can be claimed after restricting an application, lasting effects of filing early, public
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