Converting Your Traditional IRA to a Roth: A Balancing Act

TTI director Lynn Ebel talks about amending returns with the Wall Street Journal in "What You Need to Know About Amending Your Tax Returns" on Dec. 15, 2019.

Andy Phillips, director with The Tax Institute at H&R Block, emphasizes that taxpayers should update their Form W-4 information as soon as possible.

Gil Charney, former director of The Tax Institute at H&R Block, explains that a surviving spouse can roll an inherited 401(k) into their own 401(k) plan.

The Tax Institute's executive director, Kathy Pickering, discusses claiming losses from a federally declared disaster area.