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Julie Jason

Julie Jason

Contributor at Forbes

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Influence score
54
Location
United States
Languages
    Covering topics
    • Finance & Banking Services

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    Recent Articles

    forbes.com

    Final RMD Regulations Released Today; 10-Year Rule Clarified

    The IRS and the Treasury Department released final regulations on RMDs related to the SECURE Acts.
    forbes.com

    Forget To File Your Taxes? You Might Hear From The IRS - Forbes

    The IRS says that more than 125,000 cases covering tax years between 2017 and 2021 involve an estimated “hundreds of millions of dollars of unpaid taxes.”
    forbes.com

    Crypto Talk? Is It To Be Believed? What About ETFs?

    While there has been an acceleration of public interest in crypto, interest for the average investor in Bitcoin ETFs needs to be tested.
    forbes.com

    401(k) Match Game: Company Money Helps You Leverage Retirement Savi...

    If you think of your 401(k) plan in the context of how to leverage your retirement savings, think about 401(k) matching.
    forbes.com

    To Build Retirement Savings, Leverage The Power Of Your 401(k) Plan...

    If you work for a company that offers you a way to leverage your savings, it pays to learn as much as possible about how that works.
    forbes.com

    Do You Think You Can’t Afford A 401(k)? Check Your W-4 - Forbes

    Can’t afford a 401(k)? Don’t make that decision before you check your W-4 withholding, especially if you get a tax refund.
    forbes.com

    Born In 1951? Want To Undo Your RMD? Deadline Is September 30 - Forbes

    A recent change in the age for required minimum distributions from 72 to 73 has caused “mischaracterized” RMDs.
    forbes.com

    Midyear Alert: Have You Taken Your RMD? Should You Make A QCD? - Fo...

    If you haven’t yet taken the required minimum distribution from your IRA for 2023, consider a qualified charitable distribution.
    forbes.com

    Generation Z Offers Lessons About Saving For Retirement

    Generation Z investors, the oldest of whom turn 26 in 2023, are saving for retirement; learning from family is key.
    forbes.com

    Inherit A Roth IRA? Watch Out For Penalties For Missing RMDs - Forbes

    Considering that Roth IRA withdrawals are not taxable neither to the Roth IRA owner nor to the Roth IRA beneficiary, you may think it odd that an excise tax (penalty) applies if someone who inherits a Roth fails to take his RMDs.
    forbes.com

    Inheriting A Roth IRA? What If You Are An Eligible Designated Benef...

    As an eligible designated beneficiary, you can choose between the 10-year rule and the single life expectancy option for your inherited Roth IRA.