retirement_folks

08/03/2020

The July 15 extended tax filing deadline just passed. While it might seem early, now is the right time for you to rethink the impact of taxes when planning for your retirement.

Don’t pay more than you have to. It all starts with a thorough understanding of the basics of how retirement income is taxed.

06/24/2020

Could another round of stimulus payments be headed toward Americans’ bank accounts? President Donald Trump appears to support the idea.

On Monday, Trump said he would support another round of stimulus payments to Americans to help them weather the ongoing strain the coronavirus has put on the economy.

06/15/2020

This guide provides the latest information on everything from stimulus checks to tax, student loan, mortgage and small business relief, to the smartest ways to spend now, protect your retirement and to help others.

The latest advice on stimulus, sick leave and unemployment payments; tax, student loan and mortgage relief; and smart ways to spend now, help others and protect your retirement.

06/12/2020

Retiring on a shoestring? Here are some suggestions to help make it work.

Here’s how one couple is retiring on a shoestring budget, with no savings or investments.

06/10/2020

The Federal Reserve Board announced Monday revisions to the Main Street Lending Program that will make it possible for more small and midsize businesses to receive financial support once the program opens.

The Federal Reserve Board announced revisions to the Main Street Lending Program that make it possible for more small and midsize businesses to receive financial support.

05/26/2020

This article by Forbes provides a list of government agencies, private companies, and nonprofit organizations that are extending support to help small business owners find financial relief.

Small businesses nationwide are grappling with the colossal impact of the coronavirus. Here’s a running list of the government agencies, private companies and nonprofits that are extending support to struggling business owners.

05/18/2020

One of the biggest tax benefits available today is the exclusion of gains when you sell your qualified home. Here is what you need to know.

05/08/2020

Lost in the media storm during the coronavirus pandemic is a law change enacted in late 2019 that eliminates an IRA withdrawal technique known as the stretch IRA. Here is what you need to know.

The recent elimination of the stretch IRA function puts more importance on who you assign as the beneficiary of your retirement funds. Here is what you need to know.

05/06/2020

If you have not already done so, you need look into applying for a PPP loan to help your business survive the pandemic. Here is what to do now!

If you have not applied for a small business Payroll Protection Program loan through your bank, you should still strongly consider doing so now.

05/06/2020

Find out how to track when you should receive your stimulus payment, and plus lots of other ideas to help navigate the coronavirus pandemic.

COVID-19 uncertainty abounds for everyone. This month’s newsletter provides a round-up of tax-related laws to help with tax planning for 2020 as we all navigate the coronavirus pandemic. Also in this edition are ways to track your stimulus payment, tips to find cash, and how to protect your vi...

05/01/2020

The IRS is warning you to be on the lookout for a surge of calls and e-mail phishing attempts related to the coronavirus pandemic and the one-time economic impact payment.

The coronavirus pandemic is bringing out the best in most of us. Unfortunately, it is also bring out some of the worst of us as well. Be aware of the following scams.

04/24/2020

Within the coronavirus pandemic are tax planning opportunities. Here are a few to consider.