Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
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Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.