When should Boomers tap into their IRAs?
March 20, 2012 by Jake Simms
Read enough numbers and statistics and anyone can get confused. Here’s a common misconception:
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March 20, 2012 by Jake Simms
Remember that Roth conversion you made?
March 8, 2012 by Jake Simms
Here’s a reminder for investors who converted retirement holdings into Roth accounts back in 2010:
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Don’t miss out on this tax deduction
February 7, 2012 by Jake Simms
A former IRS commissioner says this tax return mistake costs investors a lot of money:
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IRS: Put more in your 401(k) if you like
November 22, 2011 by Jake Simms
The IRS released its cost-of-living adjustments for retirement and pension plans. Here are the changes that matter:
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Tax relief on way for strapped homeowners
November 8, 2011 by Jake Simms
Congress may soon give taxpayers in danger of losing their homes a big break.
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An overlooked (and costly) 401(k) error
October 11, 2011 by Jake Simms
Employer-based retirement plans often contain different definitions of the word “compensation” – and that can cause big problems.
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Extreme weather can trigger extreme financial moves
September 29, 2011 by Jake Simms
Hurricanes, tornadoes and floods caused widespread property damage costs this year. That could have some folks looking for an easy way out:
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Are your clients prepared for these tax hits?
May 18, 2011 by Jake Simms
Clients counting on big 401(k) earnings in retirement may need a reality check.
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The IRS is counting on financial firms making this mistake
April 13, 2011 by Jake Simms
The IRS’s whistleblower program just netted its first big fish – and it’s a financial services firm.
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Wait ’til the last minute? You bet
December 1, 2010 by Jake Simms
Here’s one investment decision clients should wait another three weeks or so before making:
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