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The time is drawing near. April 15th is right around the corner. What do you need to do before you file your income tax return?
A Simplified Employee Pension (SEP) is a retirement plan that self-employed people should take a look at. To adopt a SEP plan an employer needs to complete IRS Form 5305-SEP. This form is not filed with the IRS; the employer…
In 2010, everyone can do a Roth IRA Conversion (“Conversion”). What is a Roth Conversion? It’s when you take money out of your IRA, tax it, and convert it into a Roth IRA.
Guest Post by Jeff Daniels, Branch Manager, Primary Residential Mortgage, Inc. You don’t have to be in the real estate industry to know we are in a tough market. Government is making changes to compliance in the lending industry that…
The most popular retirement plan adopted by businesses is the 401(k) plan. However, there are other options for business owners. For some small businesses, the SIMPLE plan makes the most sense.
