Resource Center
Resource Center

December 2018 Blog Archive

10 Smart Steps to Minimize Taxes and Penalties on Your RMDs by By Kimberly Lankford, Contributing Editor at Kiplinger
10 Smart Steps to Minimize Taxes and Penalties on Your RMDs by By Kimberly Lankford, Contributing Editor at Kiplinger Sat, Dec 29, 2018 After you turn age 70½, you need to start taking required minimum distributions from your IRAs and 401(k)s every year.  But the calculations and rules can be complicated, and you'll be hit with a penalty if you make a mistake. Read More

Your Complete Guide to the 2018 Tax Changes as seen in the Motley Fool
Your Complete Guide to the 2018 Tax Changes as seen in the Motley Fool Sat, Dec 15, 2018 President Trump recently signed the tax reform bill into law, and it makes major revisions to the U.S. tax code for both individuals and corporations. In fact, the bill represents the most significant tax changes in the United States in more than 30... Read More

Popular tags on this blog

#fee-only | CFA Insitute | fee-only | fiduciary | FirsTrust | florida fee only | florida fee-only | Volunteer |