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M.S. Febrey M.S. Febrey

Retirement

Tax Tips: Getting Ready for Retirement

January 31, 2019November 25, 2019 Blog, Retirement, Tax

Retirement is an exciting time. After a lifetime of hard work, you’re finally ready to focus on family, travel, and hobbies. But just because the work stops doesn’t mean taxes do. When your income is fixed, taxes can take on a […]

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IRS Permits High-Earner Roth IRA Rollover Opportunity

September 23, 2017November 25, 2019 Blog, Retirement, Tax

Are you a highly-compensated employee (HCE) approaching retirement? If so, and you have a 401(k), you should consider a potentially useful tax-efficient IRA rollover technique. The IRS has specific rules about how participants, such as you, can allocate accumulated 401(k) […]

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IMPORTANT UPDATES

Jan 15: Beginning of Tax Season Delayed to Feb. 12

Jan. 8: The New Round Of PPP Loans (Round 2)

Jan. 5: State Tax Changes Effective Jan. 1 Learn more
Dec. 27: Trump signs massive measure funding government, COVID relief

Dec. 22: IRS Issues 2021 Mileage Rates for Business, Medical, Charity Travel

Dec. 17: Steps to Take Now to Get a Jump on Your Taxes. Learn more.

Oct. 28: FBAR filing due 10/31 unless you’ve been impacted by a natural disaster. Then it’s due 12/31/20. Learn more.

Oct. 27: IRS sets 11/10 as National Economic Impact Payment Registration Day. What this means for you.

Oct. 10: IRS issued the 2021 annual inflation adjustments and tax rate tables for individuals and estates and trusts. Learn more.

Sept 30: IRS has a new tax guide for members of the military. Learn more.

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