This week’s tax tip looks at how to check up on the thing that gives you heartburn, your taxes! This tip comes from the good old IRS which has established online accounts for those who wish to check their tax history, information, and more whenever they want.

This week’s article takes a look at an animal investors might prefer to come face to face with in the wild than in the stock market: the bear. One silver lining of a sinking stock market is that it puts Roth IRA conversions on discount. This article provides a highly detailed comparison of the tax implications of traditional IRAs and Roth IRAs so that you can determine if a conversion can help you make the most of this downturn

We all know the adage “buy low, sell high”, yet in practice it can be easy to freak out and make rash decisions in the stock market. Diving into behavioral economics and psychology, this article presents a pretty convincing case that the best thing you can do for 401(k)’s is to spend less time checking the market.

The people who want your taxes, the IRS, have ways to ensure you are able to pay and offer avenues for avoiding penalties depending on your circumstances. However, even if you manage to dodge the penalties, you should always pay your taxes as soon as possible, as the longer you wait the worse things can get.

For the abundance of current and former armed service members here in Dayton and beyond, this article looks at the 10 states where retired veterans receive the least in tax benefits. Many states offer tax breaks for retirees and have additional tax breaks for veteran pensions while others do not. This article raises important questions for veterans to consider in their retirement planning.

When it comes to retirement planning, it can sometimes help to think outside the box. That’s exactly what the subjects of this week’s article, accountant Angelyn Burke (one of our favorite kinds of people) and her husband Richard, did when they made the decision to retire on a cruise ship.