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NEW YEAR’S RESOLUTIONS – PT 2

Jan 24, 2013

We’re continuing with our series on New Year’s resolutions that you can do to improve your finances.? Be sure to read Part 1 for extra tips! Pay Down Those Credit Cards If you owe money on your credit cards, determine how much you can realistically afford...

IRS ANNOUNCES HIGHER RETIREMENT PLAN LIMITS FOR 2013

Nov 29, 2012

Contributing to a retirement plan is one of the best tax shelters available to you during your working years. Recently, the IRS announced that many of the retirement savings limits will increase for 2013. Employer Sponsored Plans Most working professionals have access...

Reminder: Report of Employ Retirement Plan due July 31

Jul 24, 2012

If your Keogh or Solo 401(k) accounts are worth more than $250,000, or if you have employees in your plan, you need to file Form 5500-EZ by Tuesday, July 31. For more info: http://www.irs.gov/retirement/article/0,,id=117588,00.html Have questions? We can help:...

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