IRA ax advisor, CPA in Jupiter FL
How to Take a Qualified Charitable Distribution (QCD) from Your IRA
Would you like to help your favorite not-for-profit organization and save taxes at the same time? The Qualified Charitable Distribution rules allow taxpayers to make IRA distributions of up to...
401k Roth IRA IRA
2017 Contribution Limits for Retirement Accounts
Annual contribution limits for retirement savings accounts for 2016 and 2017, as established by the IRS, are listed below.  Please keep in mind that contributions to Traditional IRAs, Roth IRAs,...
annuities taxation financial advisor
Taxation of Inherited Annuities
Annuities are complicated products that often cause much confusion for annuity owners, let alone their beneficiaries.  There can be significant tax consequences associated with the inheritance of an annuity held...
retirement wealth management
SEP Plans – Avoiding Common Errors
The IRS recently identified a few common errors seen in one of the most popular retirement plans used by small businesses — the SEP plan. General Rules for SEPs With...