YEAR 2021 TAX UPDATE INFORMATION

| December 14, 2021 | 0 Comments

WHAT A YEAR!!! Hopefully, you have been able to enjoy some parts and you and your loved ones have been healthy and safe. There are a few issues that I wanted to alert you on as the year comes to an end. For those who received Advanced Child Tax Credit payments in 2021 the amounts […]

CRYPTOCURRENCY

| September 8, 2021 | 0 Comments

The development of Bitcoin and numerous other cryptocurrencies within the last ten years has changed the definition of money through-out the world. This currency is still a NEW way of investing for most of us. Advocates of these currencies are hoping they will become a universal currency to be used through-out the world in the […]

NEW AND UPDATED TAX LAWS FOR 2021

| September 7, 2021 | 0 Comments

Now is the time to review your tax situation for this year. Will you be able to take advantage of the updated laws to date and/or get more money for tax credits in 2021? UNDER NEW AND UPDATED TAX LAWS FOR 2021: A charitable contribution is available for those using the standard deduction up to […]

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 […]