Tuesday, January 29, 2008

Tax Tip: How to get a replacement W-2

Kay Bell on Bankrate.com tells you how to get a replacement W-2 in case yours didn't make it to you in the mail, or if there is something wrong with it.

    • Check with payroll
    • Alert the IRS
    • Form 4852
    • Do-it-yourself W-2

Read the details at bankrate.

Wednesday, January 23, 2008

Mailbox alert!

The documentation that you will need to complete your tax forms is hitting the mailbox around this time.  Be on the lookout and start putting them in a folder so you will have everything when you sit down to do your taxes.

Monday, January 14, 2008

10 must know IRA terms

Another gem from Kay Bell on bankrate.com

10 terms you should be familiar with when opening an IRA account.

1. Adjusted gross income (AGI) 
2. Contribution
3. Deductible or nondeductible
4. Education IRA
5. Individual retirement account (IRA)
6. Modified adjusted gross income (MAGI) 
7. Required minimum distribution
8. Rollover
9. Roth IRA
10. Tax and penalty-free withdrawals

For the details go here.

Wednesday, January 9, 2008

Best investing moves to make in 2008

Thinking about investing in the new year?  Bankrate.com lists the following to try and make the best of what could be a scary investing year.


• High yield -- don't settle for less.
• Offset the falling dollar's effect on your retirement.
• Don't be afraid of foreign investments.
• Diversification and a long-term approach -- ho hum, but smart.
• See a financial adviser.
• Stuff your retirement plan.


More at Bankrate.

Thursday, January 3, 2008

7 tax-filing moves you can make now

Kay Bell has a nice article on Bankrate.com that lists tips to make tax filing as painless as it can be this year. 

1. Get ready for the arrival of records.

2. Track down Social Security numbers.

3. Find your forms.

4. Decide how you want to do your taxes.

5. Consider electronic filing.

6. Use direct deposit.

7. Don't panic.


To read it in detail visit Bankrate.com

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