News & Updates
Tax Filing Deadline Extended
What Strategy is Right for You? This week’s article confirms an announcement recently made by the IRS. “You now have an extra month to lower your tax bill with contributions to your individual retirement account
IRA CONTRIBUTIONS FOR TAX DEDUCTIONS
https://www.forbes.com/advisor/retirement/last-minute-ira-contributions/ Grammar is very important in this region, so be sure you avoid making errors Your online You could hire a Whether there aren\’t any reviews and testimonials regarding their services on the web, it
What is an Indexed Annuity?
This week’s article provides an easy answer to the question ‘What is an Indexed Annuity?’ “An indexed annuity is a type of annuity contract that pays an interest rate based on the performance of a
Retirement Accounts
Deadlines for filing tax returns are approaching. So, we’re reminding people about another deadline as well: retirement account deposits. Each year, you have a permitted annual deposit that can be made into your retirement account.
DO BENEFICIARIES PAY TAXES ON LIFE INSURANCE?
Lately, we have been asked about taxes and life insurance. Specifically whether or not beneficiaries of a life insurance policy have to pay income taxes on that money, or whether the estate has to pay
Saving for Retirement
This week’s article tells us “experts want you to start saving as soon as possible, no matter what amount you can afford to put away.” The first goal is to simply get into the habit
Retirement Planning Today
This week I thought to refer you to an article that begins with the simple but universal statement “Retirement planning is a multistep process that evolves over time.” The reason I like this statement is
Women and Retirement
“At a time when COVID-19 is generating massive financial uncertainty for individuals, companies, and societies, an important new report from Bank of America examines the unique saving and investing challenges facing women. It marks the
FEDERAL QUESTION
If you are a Federal civil servant employee and contemplating putting in your retirement papers this year, you may want to verify what your lifetime benefits will be, and how they are calculated. It isn’t
