Barbara E. Weltman

Barbara E. Weltman

Barbara Weltman is an attorney and best-selling author of numerous books, including the perennial J.K. Lasser’s 1001 Deductions and Tax Breaks  and J.K. Lasser’s Small Business Taxes. She is the publisher (www.barbaraweltman.com) of Big Ideas for Small Business® and Idea of the Day®. Named one of the Top 100 Small Business Influencers four years in a row, Barbara is a regular contributor to SBA.gov and other venues.

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  1. Pensions

    How Non-Qualified Deferred Compensation Plans Work

    These tax-advantaged retirement savings plans have their pros and cons, and employers and employees must follow strict guidelines.
  2. Retirement

    Tax Strategies for Your Retirement Income

    Once you’re actually retired, consider these strategies to minimize taxes.
  3. Retirement

    The Tax-Savvy Window: Ages 66 (or 67) – 70

    How to take maximum advantage of the years before RMDs kick in and up your taxable income.
  4. Retirement Savings

    RMDs and the 70+ Employee

    How to plan your RMDs wisely—and possible ways to delay if you don't need the funds right away.
  5. Social Security

    How to Avoid the Social Security Tax Trap

    There are steps you can take to reduce your tax exposure on your Social Security income.
  6. Taxes

    Avoid Overpaying Taxes on IRA Distributions

    Don’t assume your IRA custodian or trustee will track your nondeductible IRA contributions. Avoid overpaying taxes on your ...
  7. Retirement Savings

    Qualified Longevity Annuity Contract (QLAC)

    A Qualified Longevity Annuity Contract (QLAC) is a deferred annuity funded with an investment from a qualified retirement ...
  8. Budgeting & Savings

    Do I Need A Personal Accountant?

    You know you need to keep your personal finances better organized. Should you hire professional help, and if so what kind?
  9. Small Business

    How to fill out an I-9 form (step-by-step)

    Step-by-step, here's how you and the employee you've hired fill out the required I-9 verification form from the U.S. Citizenship ...
  10. Retirement Savings

    Tax-Savvy Investment Strategies for Retirement Accounts

    A comfortable retirement depends not just on the amount you're able to accumulate but on your investment returns once you ...
  11. Taxes

    Filling out Form 4562, step-by-step

    Step-by-step, how to fill out the depreciation and amortization form for your business tax return.
  12. Retirement Savings

    The basics of Roth IRA contribution rules

    What you need to know about Roth IRA contributions – from eligibility to dollar limits, to deadlines, to tax breaks.
  13. Taxes

    10 Steps to Tax Preparation

    The earlier you start preparing your tax records and documents, the more likely you are to have a smooth tax return experience ...
  14. Income Tax

    The Purpose of IRS Form 4868

    Fill out this form to get a few more months to file your tax return. But remember, April 15 (17, in 2018) is still the payment ...
  15. Taxes

    Tax Documents You Should Always Keep

    It's tempting to ditch them. But make a practice of keeping this very specific group of tax papers. It can save headaches ...
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