Black Spiral Notebook
Ultrahyde hard cover Spiral bound 70 pages White, lined paper Includes "important contacts" sheet Pen loop Elastic closure Size: 10" H x 8" W x 1/2" D
A nonworking spouse can still have an IRA
It’s often difficult for married couples to save as much as they need for retirement when one spouse doesn’t work outside the home — perhaps so that spouse can take…
There’s Still Time to Make a Deductible IRA Contribution for 2019
Do you want to save more for retirement on a tax-favored basis? If so, and if you qualify, you can make a deductible traditional IRA contribution for the 2019 tax…
There still might be time to cut your tax bill with IRAs
If you’re getting ready to file your 2019 tax return, and your tax bill is higher than you’d like, there may still be an opportunity to lower it. If you…
2025 Dollar Limits Have Been Announced
Each year, dollar limits for various employee benefit and tax-related items are updated based on the rate of inflation. Here’s an overview of key items updated for 2025 announced by…
Notebook with Stylus Pen
Textured polypropylene hard cover Spiral bound 70 sheets (140 pages) White, lined paper Elastic pen loop Includes plastic stylus pen with medium point, black ink Size: 7-3/8" H x 6"…
How to Avoid Penalties on Early Retirement Account Withdrawals
Economic fallout from the COVID-19 crisis may cause some cash-strapped individuals to default on loans they've taken out from company qualified retirement plans, including 401(k) and profit-sharing plans. Defaulting on…
The tax implications of employer-provided life insurance
Does your employer provide you with group term life insurance? If so, and if the coverage is higher than $50,000, this employee benefit may create undesirable income tax consequences for…
Midyear Tax Planning Ideas for Individuals
The extended July 15 deadline for filing your 2019 federal income tax return is behind us. Now it's time to think about your current federal tax situation. Tax planning is especially complicated for…
IRS Issues Guidance on COVID-19 Distributions from Retirement Plans
The IRS recently issued guidance related to coronavirus-related distributions allowed under the Coronavirus Aid, Relief and Economic Security (CARES) Act. Notice 2020-50 and Notice 2020-51 apply to qualified individuals, employers and…