
It’s Not Too Late for an IRA Contribution
IRA Contributions, IRA'sArticle Highlights:
Contribution Due Date
Age Rules
Compensation Rules
When To Contribute
Contribution Limits
Deductibility & Benefits
Saver’s Credit
Choosing Between Traditional & Roth IRAs
Most of the…

Complications to the IRA-to-Charity Distribution Provision
IRA Contributions, IRA'sArticle Highlights
IRA Contribution Age Restrictions Removed
Required Minimum Distributions
Qualified Charitable Distribution
Tax Trap
Individuals are required to begin taking distributions from their IRA when they reach a certain…

Tax Filing Deadlines Are Rapidly Approaching
2021 Due Dates, IRA Contributions, IRA's, Tax Refund, Tax Tips, TaxesArticle Highlights:
Filing Due Date
Balance due payments
Contributions to a Roth or traditional IRA
Estimated tax payments for the first quarter of 2021
Individual refund claims for tax year 2017
Just a reminder to those…

Tax Law Changes Allow Year-End Charitable Planning Opportunities
CARES Act 2020, COVID-19, IRA Contributions, Jobs Act, SECURE Act, Stimulus Payments, Tax Planning
As the end of the tax year approaches, it is worth spending a few minutes reviewing some of the changes that have been made in the tax laws surrounding donations to charities. In some cases, this guide will serve as a refresher regarding…

Congress Removes IRA Contribution Age Restriction
2020 Tax Laws, IRA ContributionsOn December 20, 2019, President Trump signed into law the Appropriations Act of 2020, which included a number of tax law changes, including retroactively extending certain tax provisions that expired after 2017 or were about to expire, a number…