If I contribute to a workplace after-tax 401k, may I also contribute to a Roth IRA, and is the amount I can contribute based on my earnings before my 401k contribution or the amount left over after the workplace contribution?

May 11th, 2024

My wife just turned 63 and is planning to collect portions of my SSDI benefits. I am currently receiving $2284 monthly. She was born in December 1958 and will be getting less than 50% of my SSDI since she is retiring before her Full Retirement Age (FRA). What does she need to do to start the process of collecting her benefit portion of my SSDI? Can she apply online, and what documents are necessary?

February 16th, 2024

I filed my federal taxes on October 24th and haven't received my federal tax return. I had an extension and am expecting a $700 refund. I mailed the paper return on October 24th. When can I expect to receive my federal tax return?

April 14th, 2024

I filed my 2020 taxes electronically through TaxAct but never received my second stimulus check. I also filed an amended return to correct this issue, but still haven't received the payment. What steps can I take to resolve this issue and receive my stimulus check?

January 13th, 2023

If you are over 70 and take withdrawals from a 401k, do you have to pay tax on those withdrawals, and how does this affect your overall taxable income if you are married filing jointly and only receiving Social Security?

March 19th, 2023