Taxes
Over 70 ½ And Charitably Inclined?
Are you 70 ½ and taking Required Minimum Distributions (RMDs)? If so and if you are charitably inclined-whether to your church, synagogue or favorite non-profit-you should read on. Tax season…
Read MoreGDP Growth & Tax Cuts
With President-Elect Donald Trump putting together his team, much talk is centered around the 282 campaign promises Trump made on the campaign trail. Many of them centered on growing the…
Read MoreA Reminder On IRA Rollovers
I’ve written about this before but I’m still getting many questions from clients, so let’s tackle this issue again about the IRS change on IRA Rollovers. In the old days…
Read MoreHow Well Do You Understand Taxes In Retirement?
There are many common phrases that reference the certainties of taxes. One of the most popular is Benjamin Franklin’s “In this world nothing can be said to be certain, except…
Read MoreAre You Clueless?
I know…I know…it’s a holiday weekend. I decided to really be a bum and close our offices today (Friday) to make it a four day weekend. If you’ve shut down…
Read MoreNow that Tax-Day has passed, Where Does Your Money Go?
Now that tax-day is behind us, it might be a fun time to see where your Federal dollars went. If you add up just the first five entries though veteran…
Read MoreOdds & Ends
Who Are the Job Creators? For years I have been hearing so many politicians talk about how small businesses were the engine creating most new jobs in this country. They…
Read MoreTarget Date Fund Use in 401(k) Plans Increasing
According to a recent article in Financial Advisor Magazine, the use of target-date funds in 401(k) plans continues to grow, according to a report released today by the Investment Company…
Read MoreRequired Minimum Distributions
So many of our clients have turned 70 this year…and here I thought all the men were away fighting the war in 1943. Go figure! And of course, if you…
Read MoreOdds and Ends
DEADLINE. If you converted a traditional IRA to a Roth in 2012 and have changed your mind, you have until October 15 to reverse the conversion. Recharacterizing will wipe away…
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