Employee Pensions
(Separate Website)
General information about pensions.
By: Idaho Legal Aid Services, Inc.
Railroad Retirement
(Separate Website)
General information about railroad retirement.
By: Idaho Legal Aid Services, Inc.
Individual Retirement Accounts (IRAs)
(Separate Website)
Answers to common questions about Individual Retirement Accounts (IRAs).
By: Montana State University Extension
Montana Medical Care Savings Accounts
(Separate Website)
A medical care savings account (MSA) can provide a reduction in your Montana income tax. This article explains who is eligible, what expenses are allowed, and how to set up a MSA.
By: Montana State University Extension
Protect Your Tax Refund
Information about avoiding rapid refunds, quick cash loans, refund debit and cash cards, high-priced tax preparation fees, and refund down-payments offers. This information is provided to the public by the Montana Credit Unions for Community Development.
By: Low Income Taxpayer Clinic (LITC)
Social Security Frequently Asked Questions
(Separate Website)
Answers to common questions regarding Social Security.
By: Social Security Administration (SSA)
Talking With Aging Parents About Finances
(Separate Website)
This article discusses several legal options for older people who need assistance in managing their finances or who may need assistance in the future. These include joint checking accounts, powers of attorney, living trusts, appointment of a representative payee, conservatorship, and guardianship. This article also adresses the advantages and disadvantages of each alternative that must be weighed in light of your specific family circumstances.
By: Montana State University Extension
Earned Income Tax Credit Checklist
Information on how to apply for the Earned Income Tax Credit (EIC).
By: Montana Legal Services Association (MLSA)
Economic Stimulus Payment: Guide for Benefit Recipients This guide is for individuals who receive Social Security, Railroad Retirement, and/or certain
Veterans? benefits who must file a 2007 return in order to receive a payment under the
Economic Stimulus Act of 2008. These individuals are not otherwise required to file federal tax
return, but must file a return to receive the economic stimulus payment.
By: Internal Revenue Service (IRS)
Social Security Retirement Estimator
(Separate Website)
The SSA has created a calculator to help give you an idea of what your retirement benefits will be when you choose to retire. Just enter some basic information, and the calculator will give you a personal estimate.
By: Social Security Administration (SSA)
Adobe Acrobat Reader required. (If you are using a screen reader that does not support PDF format, copy the PDF link, and use the Access Adobe online form to convert this file to HMTL text.)
MT Home Page
Find Legal Help Near You
Choose Another Location
