

Back in 2010, many taxpayers with traditional IRAs, were given the opportunity to convert to a Roth IRA, which grows tax-free. Now those same taxpayers under the age of 59 1/2, may want to withdraw funds from their Roth IRA without paying tax or facing a penalty, which is possible. Read More.

Many retailers confuse state sales tax rules when discounted items come into the equation. Are you charging or being charged the correct amount of sales tax? Read More.

It is easy to lose track of the gifts you receive as investments over the years. This is especially common for investments in U.S. savings bonds which are suppose to be returned to the investor at maturity. But, if the investor cannot be identified, the bonds will be marked as undelivered. In fact, there are 25,000 payments sent back to the Department of Treasury each year. Are you owed a U.S. savings bond? Find out. Read More.

Students that are debating how to pay for their tuition and loans, have an important decision ahead of them. If they have Series EE US Savings Bonds, they need to decide if they should use their bonds for tuition or to pay off their student loans. Read More.