April 1st Deadline – No Fooling!

March 19, 2015

The IRS has issued a reminder to taxpayers who may have turned 70 1/2 years old in 2014. April 1st is the deadline to begin receiving their retirement plan distributions from IRAs and work place related retirement plans.

Divorce, Death, Benefits and Taxes

March 18, 2015

The emotional stress of divorce can have even more harmful effects if personal finances and assets are not updated to reflect your changed situation. Make certain ALL your accounts are updated with new beneficiaries-a will is not always enough.

Last Minute Tax Saving Tips

April 14, 2013

With just a few more days until the 2012 income tax filing deadline, there are still a few tax-cutting moves you may be able to make on or before April 15th.

Tax-Free IRA Transfers

January 28, 2013

IRA owners age 70½ or older have just a few more days to make tax-free transfers to eligible charities and have them count for tax-year 2012.