Retirement account/plan contributions are one of the most powerful tax strategies you can implement but you've got to make them by the deadline so that they can reduce this years tax liability. With the end of the year fast approaching, now is the time to make certain...
As 2018 comes to an end, it is critical that Solo 401(k) owners understand when and how to make their 2018 contributions. There are three important deadlines you must know if you have a Solo 401(k) or if you plan to set one up still in 2018. A Solo 401(k) is a...
It's time to start thinking about year-end tax planning and as every savvy business owner knows, effective 2015 tax planning happens before December 31, 2015. One of the most commonly used strategies for our clients is an s-corporation and a 401(k). A properly...
April 15th is only one-day away and as a result I wanted to remind everyone of three crucial deadlines that apply to your IRA on April 15th. In addition to the April 15th deadline, I also wanted to note which deadlines can be extended. 1. Contributions - Roth IRA and...
It's the end of the year and many IRA investors are stressing about what they need to do by December 31, 2016. Here's what you need to know for your IRA as it relates to year-end. 1. 2016 Contribution Deadline. First, the good news. You don't have to make your 2016...
HSAs (“Health Savings Accounts”) are growing in popularity as Americans are discovering significant tax savings with these accounts. Why are they popular? There are many reasons why; some well known and others not so well known. Let's start with the primary benefits...