Is Your Identity Safe with the IRS?
As tax filing season begins, the media and Internet are full of stories discussing telephone scams and e-mail phishing schemes related to the IRS and your personal information.
The telephone scam usually works like this: A person calls stating that he or she is with the IRS. This person will provide a last name – usually a common last name – and badge number. The person will give you the last four digits of your social security number. Your caller ID may even show that the call is from the IRS. The person will then state that you owe taxes and they need information from you in order to make arrangements to pay the amount supposedly owed. You may hear background noise to make it sound as if the person is calling from a call center. You may be threatened with legal action, jail time, or suspension of your driver’s license.
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McKinney's IU Lawyer Spotlights Salin VP of Wealth Management
Twice a year, Indiana University Robert H. McKinney School of Law publishes a magazine highlighting its alumni’s successes. In the most recent edition of The McKinney Lawyer, we are thrilled they chose to feature our Senior VP of Wealth Management, Catherine Borkowski. ... Continue Reading >
Rethinking the ‘4 Percent Rule’ for Retirement Planning
Most retirees have at least one thing in common: to outlive their money. For years, many soon-to-be retirees have relied on the so-called gold standard of retirement planning called the “4 percent rule.” ... Continue Reading >