Archive for Uncategorized – Page 2

CONSIDER OPENING A ROTH ACCOUNT NOW

| January 21, 2014 | 0 Comments

Now is the time to consider a Roth IRA OR Roth 401-K plan.  Open a new account using after tax dollars OR use funds from a traditional IRA or 401-K by converting some of these funds to a Roth plan. As stated in an earlier blog posted on June 19, 2013, the Roth is a […]

ROTH IRA’S DON’T MISS THIS OPPORTUNITY

| June 19, 2013 | 0 Comments

  Think of a Roth IRA as a long-term savings/investment account that you can add to annually or withdraw from when needed.  There is no penalty or tax when withdrawing your contributions. The funds you earn on this account are tax free if the account is open for at least five years and you are […]

SIMPLE WAY TO TRANSFER WEALTH

| May 18, 2012 | 0 Comments

We are now in the middle of a two-year window of an opportunity for you to transfer wealth to other individuals.  The three opportunities are as follows: Annual Exclusion Gifts – You can give up to $13,000 per year to as many people as you like.  The individual does NOT have to be a family […]

NEW TAX TIPS FOR SMALL BUSINESSES

| February 2, 2012 | 0 Comments

The government has provided for some new tax incentives for small businesses in 2011 forward.  Please review the following incentives.  They may help you when making management decisions and help your business grow. Bonus depreciation is available when purchasing NEW equipment.  For tax year 2011, you can write off the entire cost in one year.  […]