"Claim Up to $20,000 in RetirementTax Credits Before Dec 31" To get my complete articlewith all the details… The clock is ticking on massive tax savings opportunities for business owners. Did you know you could qualify for up to: ✅ $15,000 in retirement plan start-up credits ✅ $3,500 per employee in pension contribution credits ✅ $1,500 in automatic … [Read more...]
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Did You Overfund a Section 529 Plan? Consider a Roth IRA Rollover
“Did You Overfunda Section 529 Plan?Consider a Roth IRA Rollover” To get my complete articlewith all the details… Looking for a great way to help pay for a childs', or other family member’s, college education? Consider establishing a Section 529 college savings plan. These plans are not federally tax-deductible (they are deductible in many states). What’s … [Read more...]
Unlock Your Financial Future: Why IRAs Are a Must for Young Adults
"Why IRAs Are a Mustfor Young Adults" To get my complete, FREE articlewith all the details… Our latest article, Young Adults Should Take Advantage of IRAs, dives into why now is the perfect time to begin your journey with traditional and Roth IRAs. Key insights you'll discover: Deadline approaching. The clock is ticking to make your IRA contribution for the … [Read more...]
The IRS Dirty Dozen List: More Than Just a Gimmick
“The IRS Dirty Dozen List:More Than Just a Gimmick” To get my complete, FREE articlewith all the details… For over 20 years, the IRS has released a series of notices identifying tax scams and avoidance schemes. The IRS calls these scams andschemes the “Dirty Dozen.” I know. The IRS’s annual Dirty Dozen list may sound like a gimmick, but taxpayers should take it … [Read more...]
Adjusting for the New Retirement Plan Catch-Up Contribution Rules
“Adjusting for the New Retirement PlanCatch-Up Contribution Rules” To get my complete, FREE articlewith all the details… Usually when you’re playing catch-up you’re in a bad spot. But SECURE 2.0 makes catching up a good thing. You see, SECURE 2.0 stands for Setting Every Community Up for Retirement Enhancement and it can help you put more dollars in your … [Read more...]