There’s still time As 2014 winds down, there is still time to reduce your potential tax obligation. Here are some ideas to make your 2014 tax return less of a burden on your wallet. Defer income or accelerate expenses. Remember individual taxpayers are on the “cash basis”of accounting
Read more →2013 contribution limits increase for most major retirement plans If you have not already done so, consider adjusting your retirment account contributions to match the expanded annual limits that have increased for 2013. Here are the new limits. 2013 marks a watershed year for contribution limit increases
Read more →Rebalancing your portfolio when you get older makes sense. So does anticipating for these possible tax surprises during your retirement years. You’ve got it all planned out. Your retirement savings plans are full, you have started receiving Social Security benefits, and your Pension is ready to go.
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