IRS Issues Further Guidance on 2020 Required Minimum Distributions (RMDs)
As we discussed a few months ago, the federal government passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act on March 27, 2020, in…
Highlights of the Historic Coronavirus Aid, Relief, and Economic Security (CARES) Act
In an effort to mitigate the effects the ongoing COVID-19 pandemic is having on Americans in every sector of the economy, the federal government signed…
Previous Employer Retirement Plans [401(k), 403(b), Etc.] – What Do You Do With Them?
by Adam Oerther, CFP® One employee benefit companies often use to attract and retain talent in the workforce is access to a retirement plan, such…
Tax Planning for 2018
by Sean Guldi, CFP® It is all over the news – Congress and the Trump administration are busy attempting to enact a large-scale overhaul of…
End-of-Year Tax Planning Strategies
No matter your political leanings, paying taxes is a fact of life and an integral part of modern society. However, the federal government recognizes many…
Get Ready for Open Enrollment
by Sean Guldi, CFP® It’s that time of year again – Open Enrollment Season. Many of you work for larger companies who provide cafeteria-style plans…
Tax Loss Carryforwards
This time of year, most everyone is busy preparing and filing their tax returns. While this is a painful process for some people, B&C Financial…
Who Needs to Take an RMD (Required Minimum Distribution)?
The first question someone might ask is, what is an RMD? An RMD is an annual distribution from an IRA (Individual Retirement Account) that is…
Retirement Plan Changes in 2015
From changes in contribution limitations to a new account option, here’s what retirement savers can expect for 2015
How Smart Investors Limit Their Tax Obligation
When you invest money wisely you are likely to create capital gains and income. Capital gains and income will increase your tax liability, but there…
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