Nov 27, 2013 | Retirement Plans
By now we’re all familiar with—OK, maybe even tired of– the Alec Baldwin (and more recently Samuel L. Jackson) Capital One TV commercials, ending with the tag line “What’s in your wallet?” Well, as long as they asked, the answer for many Middle Class Americans...
Nov 24, 2013 | Planning for Longevity, Retirement Plans
OK, but the question you may be asking is, what the heck is self-actualization? It’s a term tossed around in psychology studies, but basically has to do with realizing one’s full potential. It also figures prominently in an AARP report dauntingly titled “Retirement...
Nov 17, 2013 | Company Retirement Plans, Health Care Costs, Tax Planning and Deductions
There have been millions of words (and seemingly just as many opinions) written and spoken about the Affordable Care Act, but how much do you really know about Health Reimbursement Accounts (HRAs)? And for that matter, how exactly do HRAs differ from Health Savings...
Nov 16, 2013 | Retirement Plans
Will—or should–budget talks in Washington, D.C., impact Social Security? Whatever the politicians do or don’t do, Americans have definite opinions on the issue. An excellent AP story by Matt Sedensky—headlined POLL: OLDER AMERICANS NIX SOCIAL SECURITY...
Nov 13, 2013 | 401k, Do You Know, Tax Planning and Deductions
It is a very good tax strategy for accountants to recommend a client establish a retirement plan for himself or herself and the other employees of the company. The client will receive significant reductions in taxes, and the work performed by the accountant to gather...
