Be Tax Smart About Leaving Assets to Your Heirs

By ROGER A. YOUNG, CFP®, Senior Financial Planner | T. Rowe Price January 31, 2019 The way you withdraw money in retirement can affect the next generation’s tax burden. Sometimes it’s best to go against conventional wisdom when it comes to when to tap taxable, tax-deferred and tax-free retirement savings. So, you’ve planned well enough to be able to leave some money to your children […]

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Never open an email from the Internal Revenue Service

There is a current tax scam where fraudulent emails are being sent with the subject “tax transcripts”. Opening the email will cause your computer and network to be infected by malware. https://on.mktw.net/2R55oo8

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Overview of New 2018 Tax Cuts & Job Act

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