Category: Taxes

Retirement, Income, Tax & Estate Planning.

Required 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 have IRAs, 401(k)s, 403(b)s or deferred comp plans, you know the best part of turning 70 is that you are now required by your favorite…
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November 8, 2013 0

Odds 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 the tax bill you would otherwise owe. UNCLAIMED CASH. Conduct a free search at to see if a state treasury has unclaimed assets in…
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September 20, 2013 0

The IRS’s “Dirty Dozen” – Common Tax Scams

Although the 2012 tax season is officially over, tax scams unfortunately are not, which is why the IRS issues an annual “Dirty Dozen” list that includes common tax scams affecting taxpayers. Taxpayers should be aware of these tax scams so they can protect themselves against claims that sound too good to be true, and because…
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August 23, 2013 0

How do Retirement Plan Accounts Fare During Retirement?

You all have them, and while you are working, you all love them.   I am, of course, talking about your retirement plan.  Specifically, this may be your 401k, 403b, 457, IRA or other related type of plan. You love how you get a tax deduction when you put the money in, you love how you…
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August 16, 2013 0