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Posts By: JahanianTaxes

Ask Larry: Which Wife Gets Widow’s Benefits If My Husband Dies?

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Today’s column examines which wife can get survivor’s benefits on a decedent’s record, working in 2019 and the earnings test, potential effects of SSDI on other benefits, early retirement benefits and later spousal benefits and the availability and amo…

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Do This If You Win The $1 Billion Lottery

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The lottery jackpot just hit $1 billion. Here’s what to do if you win the lottery.

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6 Whopping Tax Mistakes That Can Ruin Your Retirement

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Tax planning doesn’t end when you retire. The IRS still wants its share of your retirement income. While many live on less in retirement, others end up spending more. That could lead to higher tax bills, especially if tax rates are raised in the futur…

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The Sunday Best (10/14/2018)

The Sunday Best is a collection of articles I’ve curated for your reading pleasure. Expect most of the writing to be from recent weeks and consistent with the themes presented on this website: investing & taxes, financial independence, early retirement, and physician issues.   Presenting, this week’s Sunday Best:   Early retirement and real estate are featured together by Katy McLaughlin in the Wall Street Journal. With shoutouts to me, Mr. Money Mustache, ChooseFI, and Financial Samurai, How to Thrive in Early Retirement. [If you’re stuck behind the WSJ paywall, try this link for a stripped-down version]   It’s important […]

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Churches Don’t File Form 990 – Why Should Charities Have To?

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Atheist group challenges exempt status revocation for not filing Form 990 citing church exemption from reporting requirement.

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Payouts Increase For Charitable Gift Annuities

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Charitable gift annuities will give you a higher payout than they would have a few months ago.

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How Much Money Will You Take to Your Grave?

This is a timely post given some recent fear-mongering about mudslides, duck boats, and crazy talk about $2 Million being “nothing” in this day and age. It’s also a good reminder that, in spite of a rough patch here and there (like the 3% decline in the S&P 500 the other day), most well-prepared retirees in the past have ended up with much larger portfolios than they started with on their retirement day. Dr. Jim Dahle believes in a four percent withdrawal rate as a great starting point, and he doesn’t see the sense in relying on something ridiculously low, […]

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On Extension? You May Still Have An Opportunity To Save For Retirement For Last Year

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The tax filing deadline for extensions is Monday, October 15. However there is a small group of taxpayers who can still fund their retirement account for 2017: those who are self-employed and on extension.

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Association For Honest Attorneys Founder Really Needed A Competent Accountant

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Association For Honest Attorneys founder hit with stiff excise tax, that might have been avoided with better accounting.

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IRS Announces Tax Relief For Taxpayers Affected By Hurricane Michael

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The Internal Revenue Service (IRS) has announced tax relief for victims of Hurricane Michael. Those taxpayers in parts of Florida and elsewhere who have been affected by the storm have until February 28, 2019, to file individual and business tax return…

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