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Is Social Security Taxable?

Is Social Security Taxable?

by ezTaxReturn Expert Staff | Aug 25, 2023 | Retirement & Social Security

Reading Time: 3 minutesIf you’re preparing for retirement, you might be wondering if social security is taxable income. The short answer: Yes. The longer answer: It depends.  Social Security benefits are considered taxable income above a certain income level. But...
Maximizing Your Retirement Income While Minimizing Your Taxes: Avoid These Critical RMD Mistakes

Maximizing Your Retirement Income While Minimizing Your Taxes: Avoid These Critical RMD Mistakes

by ezTaxReturn Expert Staff | May 5, 2023 | Retirement & Social Security

Reading Time: 3 minutesAs you transition into retirement, you will face many choices, both personal and financial. From how to fill your time to how to fill your wallet, the choices you make now will ripple through every year of your retirement. In the early days of...
6 Ways to Avoid the IRA Early Withdrawal Penalty

6 Ways to Avoid the IRA Early Withdrawal Penalty

by ezTaxReturn Expert Staff | Mar 22, 2023 | Retirement & Social Security

Reading Time: 3 minutesIt is always smart to save for the future – especially for your retirement. An Individual Retirement Account (IRA) is supposed to help you do just that, so you can live comfortably in retirement. To keep you from dipping in early,...
Year-End IRA Reminders

Year-End IRA Reminders

by ezTaxReturn Expert Staff | Nov 28, 2022 | Retirement & Social Security

Reading Time: 2 minutesAs 2022 draws to a close, we have a few year-end reminders for those who already have an Individual Retirement Account (IRA) or plan to open one soon. Be aware of the contribution and deduction limits This year you can contribute up to $6,000...
How to Save $1 Million for Retirement

How to Save $1 Million for Retirement

by ezTaxReturn Expert Staff | Mar 27, 2020 | Retirement & Social Security

Reading Time: 3 minutesYou can’t just speak being a millionaire into existence.  You need to create a plan and follow through.  There are 18.6 million people in the United States who have at least 7 figures in their bank account.  If you play your cards right, you may...
Why You Should Join Your Employer’s 401k Plan

Why You Should Join Your Employer’s 401k Plan

by ezTaxReturn Expert Staff | Jan 29, 2020 | Retirement & Social Security

Reading Time: 2 minutesForty-six percent of Americans have no money saved for retirement, but it’s not too late to start. Contributing to a 401k is a hassle-free way to build wealth and earn tax breaks. If you’ve been iffy about joining your employer’s...

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