Tag Archives | retirement planning

Washington Hotline – May 21, 2019

WASHINGTON NEWS Senators Thune and Casey Support CHARITY Act On May 15, Senators John Thune (R-SD) and Bob Casey (D-PA) introduced the Charities Helping Americans Regularly Throughout the Year (CHARITY) Act. The bill expands giving options for IRA charitable rollovers and addresses other charitable provisions. The CHARITY Act includes four major provisions. If it is […]

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Social Security Tips – May 2019

    social security tips           Have you ever looked at our Calculators page? It’s a one-stop shop for helping with questions.   www.ssa.gov/planners/calculators/   ·        Unsure of full retirement age? Use the Retirement Age Calculator. ·        Unsure if earnings will allow any payments at all? Use the Earnings Test Calculator. ·        Your client have […]

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Washington Hotline – April 9, 2019

WASHINGTON NEWS IRS Website Visits Increase On April 2, the Treasury Inspector General for Tax Administration (TIGTA) reported interim results for the 2019 filing season. As the April 15 filing deadline (April 17 in Massachusetts and Maine) approaches, taxpayers are calling the IRS in record numbers and expanding their use of IRS.gov. Through March 30, 2019, […]

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Are IRAs the same as 401(k) plans?

  Are IRAs the same as 401(k) plans? Often mistaken for one another, IRA and 401(k) plans are similar – but   not exactly the same. Besides being eligible for IRAs (Individual Retirement Accounts), working people can save some of their pay – and some tax dollars – through company-sponsored 401(k) plans. Both types of tax-deferred savings […]

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The Year of the Pig

  Facts & Figures to Help You Build Wealth   2019: The Year of the Pig        Should you put more money               into IRA accounts this year?   In 2019 . . . February’s two-week Chinese New Year celebration ushers in the Year of the Pig. According to Asian culture, anyone born under the sign […]

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