Dec 21, 2016 | 401k, Pension Parameters, Retirement Plans, ROTH
Retirement policy for the incoming Administration is still an open question, but there are a number of proposals being floated. In a plansponsor.com piece, Rebecca Moore writes that “some discussion topics during president-elect Donald Trump’s campaign included tax...
Dec 19, 2016 | Retirement Plans, Tax Planning and Deductions
WASHINGTON – As tax filing season approaches, the Internal Revenue Service is reminding taxpayers about steps they can take now to ensure smooth processing of their 2016 tax return and avoid a delay in getting their tax refund next year. The IRS reminds taxpayers to...
Dec 17, 2016 | Retirement Plans, Tax deductible, Tax Planning and Deductions
Currently, there is no shortage of articles on tax tips and preparations for the tax season, and one of the best we’ve read is by Judy O’Connor for bankrate.com. Here are several of her “savvy tips for tax-filing season.” Maximize retirement plan contributions “If...
Dec 14, 2016 | Retirement Plans, Tax deductible, Tax Planning and Deductions
WASHINGTON — As tax filing season approaches, the Internal Revenue Service reminds taxpayers who give donations (money or goods) to a charity by Dec. 31, 2016 that they may be able to claim a deduction on their 2016 federal income tax return and reduce their taxes....
Dec 12, 2016 | Retirement Plans, Tax deductible, Tax Planning and Deductions
WASHINGTON — The Internal Revenue Service reminded employers and small businesses of a new Jan. 31 filing deadline for Forms W-2. The IRS must also hold some refunds until Feb. 15 A new federal law, aimed at making it easier for the IRS to detect and prevent refund...
