Client Help & Resources

 

Downloadable Resources

 

2022 Specific:

• 2022 Important Numbers: Tax Rates, Social Security Important Numbers, Medicare Surcharge Brackets, Retirement Plan Contribution Limits, IRS Mortality Tables, HSA Limits, etc.

 

• 2022 Important Dates for Individuals and Business Taxpayer

 

Retirement Planning:

• What Issues Should I Consider Before I Retire?

 

• Should I Take My Pension As A Lump Sum?

 

• When Do I Need To Start Taking Required Minimum Distributions?

 

Investment Planning:

• Should I Contribute to My Roth IRA vs. My Traditional IRA?

 

• 5 Things You Can Do With an IRA That You Can't with a 401(k)

 

• Should I Consider Doing a Roth Conversion?

 

• Will My Roth Conversion Be Penalty Free?

 

Tax Planning:

• 9 Reasons You Should Consult With Your CPA at Year-End

 

• Essential Tax Tips for IRAs

 

• 11 Ways to Minimize the Bite From Medicare Taxes

 

• Will I Have to Pay Tax on The Sale of My Investment?

 

• Harvest Capital Gains or Roth Conversions?

 

Social Security:

• When to Apply for Social Security Benefits

 

• Will My Social Security Benefits Be Reduced?

 

• Am I Eligible for Social Security Benefits as a Spouse?

 

Healthcare/Medicare Planning:

• Building Health Care Costs into Retirement Planning

 

• If I Retire Early Should I Buy Health Insurance Through The Health Insurance Marketplace?

 

• Am I Eligible for Medicare Parts A & B (Original Medicare)?

 

• Will I Be Automatically Enrolled in Medicare?

 

• Will I Have to Pay IRMAA Medicare Surcharges on Part B & D Premiums?

 

Inheritance & Estate Planning:

• Can I delay Distributions From The IRA I Inherited?

 

• Baby Boomer's Guide to Settling an Estate for a Parent or Loved One

 

• Survivor's Checklist: What to do when a loved one passes away