Julie Jason’s Forbes.com Posts

Most likely, you will receive your Economic Impact Payment without having to do anything, but there are exceptions.

An inherited IRA can bring with it a lot of issues, from the basic “What’s an RMD?” to “When does an RMD need to be taken?”

Thanks to the CARES Act, which suspended RMDs for 2020, you did not have to take RMDs from your traditional IRAs and other tax-deferred accounts.

Avoiding mistakes as the winner of the Mega Millions lottery jackpot is just the beginning. The ending of your story needs to be a happy one.

Should you be worried if you redeposited your RMD before the 2020 deadline, yet your Form 1099-R leaves the impression that you kept the money?

It lifts a huge burden for Paycheck Protection Program recipients who were concerned with the IRS’ stance on deductibility.

A number of internet sites provide high-tech methods for investors to learn about and compare stocks.

The majority of women surveyed (67%) by Fidelity said they are now more engaged in managing their money since the onset of the pandemic.