Author Archive for joyce

HOW TO PRESERVE YOUR RMD BALANCE

| June 9, 2021 | 0 Comments

We have all heard the statement “DON’T TOUCH THE PRINCIPLE”. If you need to withdraw a Required Minimum Distribution (RDM) and the entire amount is not needed at the present time, my suggestion is to transfer the funds AFTER tax to another investment account. When transferring instead of withdrawing the ENTIRE distribution you can save […]

YES, THE SEASON HAS BEGUN

| January 25, 2021 | 0 Comments

Ti’s the season for tax returns. Most of us have experienced unusual social conditions this past year. One thing has NOT changed. As of today our returns will be due April 15th THIS YEAR. This date may change since I am not aloud to e-file until February 2. The IRS is far behind in their […]

2020 DIFFICULT YEAR FOR EVERYONE

| September 19, 2020 | 0 Comments

This year has been both interesting and difficult for all of us. Everyday it seems we need to address another issue in our lives or the lives of our friends/neighbors both near and far away. We all have concerns. What will happen to our children? Will they be prepared for the future when only attending […]

CORONAVIRUS AID, RELIEF AND ECONOMIC SECURITY ACT

| April 14, 2020 | 0 Comments

I have reviewed the act and am listing a few of the features that may be of interest. The stimulus checks will be considered REBATES. The rebates will not be included in your 2020 Gross Income. The checks will be provided to individuals with 2019 adjusted gross incomes below $75,000. and joint filing taxpayer’s with […]