IRS Allows Big Earners to Pump Up Roth IRAs #211

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

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

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

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

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!

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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TMTW #204 – How To Recognize When To Sell A Stock

Tax and Money Tip of the Week:
How To Recognize When To Sell A Stock
October 8, 2014 | No. 204

Article from Investors Business Daily:

Sharp Decline in Heaviest Trade Marks Time to Sell Winning 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 #203 – Don’t Miss the October 15th Deadline

Tax and Money Tip of the Week:
Don’t Miss the October 15th Deadline
October 1, 2014 | No. 203

Final Filing Deadline Reminder

If you need to file a Form 1040 (individual return), the deadline to file is October 15, 2014.  This assumes you had filed for an extension prior to April 15, 2014.  You also have until 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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TMTW #202 – Tighter Rules for IRA Rollovers

Tax and Money Tip of the Week:
Tighter Rules for IRA Rollovers
September 24, 2014 | No. 202

Article  from Investors Business Daily:

IRA Rollovers: Tighter New Rules

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 #201 – Timing of IRA Withdrawals

Tax and Money Tip of the Week:
Timing of IRA Withdrawals
September 17, 2014 | No. 201

Article  from Dow Jones News Services:

Timing Matters for IRA Withdrawals

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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