Retirement Planning

by Denise Appleby, CISP, CRC, CRPS, CRSP, APA The tax code provides several special benefits for spouses. These include being able to fund retirement accounts as well

Definition A split tax refund is a direct deposit of a tax-refund into more than one account.  Effective for tax years beginning 2006, taxpayers are

 by Denise Appleby CISP, CRC, CRPS, CRSP, APA If you moved assets from a retirement account during the previous year, you should receive a Form

By Denise Appleby, CISP, CRC, CRPS, CRSP, APA Private corporations in most cases offer better perquisites than those offered by non-profit organizations. However, one trade

Traditional IRA Beneficiary Options Quick Reference for IRA owners who died before 2020 HIGH LEVEL SUMMARY Beneficiary IRA owner Dies Before the RBD IRA owner

Important: The Tax Cuts and Jobs Act of 2017 repealed the option to recharacterize Roth conversions, for Roth conversions done after 2017. As such, only

Small business owners, who like the simplicity and low administrative costs associated with simplified employee pension (SEP) IRAs and savings incentive match plan for employees

by Denise Appleby CISP, CRC, CRPS, CRSP, APA The recent roller coaster-like performance of the securities market has left many investors coming up short with

by Denise Appleby CISP, CRC, CRPS, CRSP, APA The end of the year is a busy period for investors, and sometimes, unless you make a