medical expenses

Midyear Tax Planning: Review Opportunities to Save Taxes This Year (or Next)

Summer is a good time to see whether your income, deductions and investment activity are lining up as expected. Let’s take a...

The IRS Clarifies What Counts as Qualified Medical Expenses

If you itemize deductions on your tax return, you may wonder: What medical expenses can I include? The IRS recently issued some...

Taking Distributions From Your Traditional IRA

If you’re like many people, you’ve worked hard to accumulate a large nest egg in your traditional IRA (including a SEP-IRA). It’s...

Got Medical Bills? Quick Guide to Planning