What to do with your old retirement plan when you change jobs… First and foremost, don’t take a lump-sum distribution from your old employer’s retirement plan. It generally will be taxable and,… More on this story
Should you increase your retirement plan contributions in 2014? With the new year upon us, it’s time to start thinking about 2014 retirement plan contributions. Contributing the maximum you’re… More on this story
Why the self-employed should consider setting up a retirement plan before year end… For 2013, the maximum IRA contribution is $5,500 — $6,500 if you’re age 50 or older on Dec. 31. (The… More on this story
Holbrook & Manter, CPAs presents: 2013 Tax Planning Series: Part III Holbrook & Manter, CPAs is pleased to present the third and final part in our three part series of tax… More on this story
Holbrook & Manter, CPAs presents: 2013 Tax Planning Series: Part II Holbrook & Manter, CPAs is pleased to present the second in our three part series of tax planning strategies for… More on this story
Holbrook & Manter, CPAs presents: 2013 Tax Planning Series: Part I As 2013 draws to a close, there is still time to reduce your 2013 tax bill and plan ahead for… More on this story
2013 may be your last chance for a “charitable IRA rollover” If you’re age 70½ or older, you can make a direct contribution — up to $100,000 — from your IRA… More on this story
November 2011 – IRAs, sometimes 60 days means just that 60 days! When it comes to IRAs, sometimes 60 days means just that 60 days! Many are aware that you can “roll-over”… More on this story