Retirement Savings: The Earlier, the Better
At 17, retirement isn’t a top priority, but saving to a Roth IRA at 17 could provide a substantial nest egg at 65! Read all about it in this Tax Tip.
I owe a large amount of money to the IRS. Can I pay what I owe in installments?
You may be able to pay what you owe through an installment agreement with the IRS. We explain in this week’s Tax Tip.
How Does Your 529 Plan Stack Up Against the Competition?
Unhappy with your current 529 Plan? Consider a “same beneficiary rollover” to a new plan. Learn your options in this week’s Financial Tip.
Turning 70½ This Year?
When you reach 70½, you may face tax issues that could result in significant penalties if not addressed. We explain in this Tax Tip.
Important Times to Seek Assistance from a C.P.A.
Did you know you should consult your C.P.A. when you exercise an employee stock option? We list 18 other reasons to call your C.P.A. in this week’s Tax Tip.
Will the Interest on Your Vehicle Loan be Deductible?
If you pay interest on a loan for a vehicle used for business, part of the interest may be tax deductible. We explain in this Business Tip.
Don't Overlook the Spousal IRA
If you’re a non-working spouse, don’t overlook a spousal IRA. It’s the exception to the earned income requirement. Learn more in this Tax Tip.
Don’t Overlook the Spousal IRA
If you’re a non-working spouse, don’t overlook a spousal IRA. It’s the exception to the earned income requirement. Learn more in this Tax Tip.
Converting Your After-Tax 401(k) Dollars to a Roth IRA
Want to take distributions from a 401(k) and convert only the after-tax dollars to a Roth? New rules allow you to do that. Learn more in this Financial Tip.
Save While You Can — Make a ’14 IRA Contribution
You still have time to make an IRA contribution for 2014. Bil Lako, CFP® tells you how in today’s Marietta Daily Journal. Read the Article