Pension Maximization

My spouse is about to receive a pension. We’ve heard of “pension maximization”. What is it?

Is pension maximization right for you? There are a number of factors to consider.

The pension maximization technique is not for everyone, but could be worth considering as you and your spouse evaluate the pension benefit options.

Surviving An Audit

Even the most honest of taxpayers can be left trembling at the thought of an IRS audit. Let’s face it — it’s right up there with public speaking. To survive an audit, you’ve got to arm yourself with information  You should understand what the audit process is all about, why your return was audited, what your rights and responsibilities are, and how you can appeal the findings.

An audit is not an accusation of wrongdoing.