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Wake Up – You May Be Losing Some of Your Investments To Taxes Unnecessarily
As tax practicioners we do many tax returns where there are opportunities to save tax money. We talk about these opportunities with clients and just like everything else time slips by and they forget to follow up and then we repeat the process the following year. ...
Don’t Be Forced Out Of A 401(k) From Your Former Job
When you change jobs and abandon vested amounts in your 401(k), your former employer has to follow IRS rules and plan provisions for dealing with your account balance. Pursuant to these guidelines, the 401(k) plan may have a "force-out" provision. That means when your...
Make Time For Midyear Tax Planning
One benefit of midyear tax planning is that you have a solid foundation for making decisions and enough time to implement them. In addition, because the rules haven't changed much this year, you can use last year's tax return as a starting point for 2016 planning...
Wake Up America – There is a Retirement Crisis Brewing! Part II
In our first post we wanted to make you aware of the extent of the retirement crisis and what it all really means. Now we want to provide you with some practical tips you can implement to improve your chances of having a successful retirement. Savings Rates This is...
Wake Up America – There is a Retirement Crisis Brewing!
There are 10,000 baby boomers turning 65 every day. Some are getting an opportunity to enjoy retirement the way their parents did, but many are not able to because they are woefully unprepared. Several recently published articles have highlighted the poor financial...