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Article Highlights Except for distributions from Roth IRAs, pension distributions are generally taxable. Pension distributions can increase the tax on your Social Security benefits. Pension distributions can increase your marginal tax rate. IRA-to-charity transfers are allowable in 2013. An individual may begin withdrawing, without penalty, from his or her qualified … [Read more...] about Planning Pension Distributions

If you already filed your federal tax return and are due a refund, you can check the status of your refund online. Where’s My Refund? http://www.irs.gov/Refunds/Where%27s-My-Refund-It%27s-Quick,-Easy,-and-Secure. is an interactive tool on the IRS web site.  Whether you split your refund among several accounts, opted for direct deposit into one account, or asked the IRS to mail … [Read more...] about Checking the Status of Your Federal Tax Refund is Easy