TMTW #218-Grab 5 Quick Tax Perks: Put Spouse on Payroll

Posted on January 28, 2015 by taxblogger

Grab 5 Quick Tax Perks: Put Spouse on Payroll
January 28, 2015 | No. 218

A great article revealing tax perks from Business Management Daily

 Grab 5 Tax Perks: Put Spouse on Payroll

 

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TMTW #217-Get Ready to Launch a Solo 401(k) Retirement Plan

Posted on January 21, 2015 by taxblogger

Get Ready to Launch a Solo 401(k) Retirement Plan
January 21, 2015 | No. 217

A great article on solo 401k plans from Business Management Daily 

Get Ready to Launch a Solo 401(k) Retirement Plan

 

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TMTW #216- Growing Retirement in 2015

Posted on January 14, 2015 by taxblogger

Growing your Retirement in 2015
January 14, 2015 | No. 216

An informative article about your 2015 retirement fund from the New York Times

New York Times: Limit(ed) Additions

Questions or Comments?

You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.

Mark Vitek, CPA/PFS, CFP®
…until next week.

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Pros and Cons of ‘Buying a Pension’ #212

Posted on December 17, 2014 by taxblogger

 

Tax and Money Tip of the Week:
Pros and Cons of ‘Buying a Pension’
December 17, 2014 | No. 212

A great article on buying a pension from the Wall Street Journal 

Wall Street Journal: Pros and Cons of ‘Buying a Pension’

Questions or Comments?

You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.

Mark Vitek, CPA/PFS, CFP®
…until next week.

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IRS Allows Big Earners to Pump Up Roth IRAs #211

Posted on December 10, 2014 by taxblogger

Tax and Money Tip of the Week:
IRS Allows Big Earners to Pump Up Roth IRAs
December 10, 2014 | No. 211

A great article on Roth IRA contributions from the Wall Street Journal 

Wall Street Journal: IRS Allows Big Earners to Pump Up Roth IRAs

Questions or Comments?

You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.

Mark Vitek, CPA/PFS, CFP®
…until next week.

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TMTW #209 – How to Follow the Money

Posted on November 12, 2014 by taxblogger

Tax and Money Tip of the Week:
How to Follow the Money
November 12, 2014 | No. 209

A great article on investing from Investors Business Daily.

Daily, Weekly Charts Uncover Big Institutional Buys In A Stock

Questions or Comments?
You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.

Mark Vitek, CPA/PFS, CFP®
…until next week.

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TMTW #208 – Tackling Financial Clutter

Posted on November 6, 2014 by taxblogger

Tax and Money Tip of the Week:
Tackling Financial Clutter
November 5, 2014 | No. 208

Revisiting a past article from the News & Observer.

5 Tips on Tackling Financial Clutter

Questions or Comments?
You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.

Mark Vitek, CPA/PFS, CFP®
…until next week.

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TMTW #207 – Rules on Gifts to Charities

Posted on October 29, 2014 by taxblogger

Tax and Money Tip of the Week:
Rules on Gifts to Charities
October 29, 2014 | No. 207

An article from the Wall Street Journal.

The Latest on Rules for Gifts to Charities

Questions or Comments?
You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.

Mark Vitek, CPA/PFS, CFP®
…until next week.

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TMTW #206 – Supersized IRAs

Posted on October 22, 2014 by taxblogger

Tax and Money Tip of the Week:
Supersized IRAs
October 22, 2014 | No. 206

An article from the Wall Street Journal.

Scrutinizing ‘Supersize’ IRAs

Questions or Comments?
You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.

Mark Vitek, CPA/PFS, CFP®
…until next week.

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Don’t Miss the October 15th Deadline – Today!

Posted on October 15, 2014 by taxblogger

Tax and Money Tip of the Week:
Don’t Miss the October 15th Deadline!
October 15, 2014 | No. 205

Today is the deadline. 

If you need to file a Form 1040 (individual return), the deadline to file is October 15, 2014. That is today! This assumes you had filed for an extension prior to April 15, 2014.

You also have until today (October 15, 2014) to fund a SEP-IRA for tax year 2013.

As a reminder, putting your tax returns on extension can be a good thing – but penalties to miss the extension deadline can be steep, up to 25% penalty of taxes owed, so make sure that you make the October 15th deadline.

Give us a call if you need help meeting your deadline.

Questions or Comments?
You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.

Mark Vitek, CPA/PFS, CFP®
…until next week.

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