(NECN) - With the deadline to file or revise one's federal income taxes, Jennifer Lane, a certified financial planner with Compass Planning, answers viewer questions on NECN Morning.
If you have a question for a future segment with Jennifer, send an e-mail to jennifer@www.necn.com.
Adam in Boston
Every year I either owe a lot of taxes or get a refund. How can I make sure my withholding is right so I can get more in my paycheck but not risk a big tax bill?
IRS Withholding Calculator
Local
Jan in Boston
I began to file my taxes today and realized that I've gone over the contribution limit to my Roth for 2009, if you count what I have contributed so far in 2010. My tax planning software recommends that I "re-characterize" those payments over $5,000, but I'm confused as to why 2010 payments are counted toward my 2009 limit. Is re-characterizing the best way to fix this?
Roth IRA
Bill in Roxbury
My accountant says I can do a SEP IRA because I was paid fees as an estate executor last year. Where is the best place to set-up a SEP?
SEP IRA
