Deciding between a traditional or Roth IRA can be confusing, but one thing is clear – Roth IRAs are subject to fewer IRS rules and
Tag: retirement
2018 Year-End Tax Tips
Everyone wants to save money on their taxes, right? Well you’re not going to be able to do this unless you plan accordingly. To make
July 2018 Tax Newsletter
Mid-Year Tax Checkup It’s hard to believe that we are halfway through the year already. July is a good time to make sure that you
Tax Tips – Individual Retirement Arrangements (IRA) Info
Taxpayers often have questions about Individual Retirement Arrangements, or IRAs. Common questions include: When can a person contribute, how does an IRA impact taxes, and
Tax Documents You’ll Need to File Your Tax Return
Tax Documents Due Date By law, employers have until January 31st (or the next business day if it’s a weekend or holiday) to send you
Self-Employed Tax Tips
Tax Tips for the Self-Employed Prior to tax planning, you must understand the difference between a self-employed individual and one who works full-time. You should
Low to Middle Income Taxpayer Saver’s (Retirement) Credit
Retirement Savings Contributions Credit As the tax filing season approaches, the Internal Revenue Service reminds low- and moderate-income workers that they can take steps now
IRS Small Business Webinar July 14th
Register now for the July 14 webinar to learn about easy low-cost ways to start a small business retirement plan. 2pm Eastern, 11am Pacific http://www.webcaster4.com/Webcast/Page/925/9046
Still Time to Contribute to IRA for 2014
April 15th Deadline The Internal Revenue Service reminded taxpayers that they still have time to contribute to an IRA for 2014 and, in many cases, qualify
Required Minimum Distributions for 2014
Are you a retiree who is 70 1/2 years old and have a traditional Individual Retirement Arrangement (IRA) or work retirement account 401(k), 403(b) and