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Category: IRS

A Reverse Mortgage Could Be Your Tax-Smart Salvation

by Darryl Hicks | December 10, 2021

MarketWatch tax columnist Bill Bischoff explains how a reverse mortgage can provide a better alternative solution to finance a retirement compared to selling a home that has appreciated greatly over time more… A Reverse Mortgage Could Be Your Tax-Smart Salvation

4 Reasons Retirees Should Care About the New Coronavirus Stimulus Package

by Darryl Hicks | January 22, 2021

On December 27, 2020, President Trump signed the “Consolidated Appropriations Act of 2021,” which keeps the federal government running through the end of September 2021, but also includes more… 4 Reasons Retirees Should Care About the New Coronavirus Stimulus Package

Best Home Modifications For Aging In Place and How to Finance Them

Aging in place

by Jim Berkowitz | July 22, 2020

Here’s are several excerpts from an article by Jeanne Lee that appeared in Bankrate.com. Most Americans over age 50 prefer to remain in their current home and community more… Best Home Modifications For Aging In Place and How to Finance Them

IRS Launches Online Registration for Stimulus Checks

by Jim Berkowitz | April 14, 2020

Taxpayers who don’t usually file a tax return have been waiting to see how the Treasury Department and the Internal Revenue Service (IRS) would allow them to get more… IRS Launches Online Registration for Stimulus Checks

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