Starting a Roth IRA in Tampa Bay for a Child or Grandchild
This early financial decision could prove profoundly positive over time. Do you have a child or grandchild earning some income?...
The Different Types of IRAs for Retirement Savers in Palm Harbor Florida
This popular retirement savings vehicle comes in several varieties. What don’t you know? Many Americans know about Roth and traditional...
College Funding Options for Florida Residents
You can plan to meet the costs through a variety of methods. How can you cover your child’s future college costs? Saving early (and...
72(t) Distributions: Early Withdrawals From Retirement Accounts for Tampa Bay Investors
Sometimes you can take penalty-free early withdrawals from retirement accounts. Do you need to access your retirement money early? Maybe...
The Medical Expense Deduction in 2018
Tax reform has lowered the threshold. If you itemize, you should note the reduced medical deduction threshold for 2018. This year, you...
Congress Passed the Tax Cuts & Jobs Act
What will the near-term impact be and how will it affect you? On December 20, Congress passed the Tax Cuts & Jobs Act, sending the final...
The Gift Tax
Most of us will never face taxes related to money or assets we give away, but for some it's important to understand how the Gift Tax...
Money Moves to Make Before the End of the Year
Here are some things you might want to do before saying goodbye to 2017. What has changed for you in 2017? Did you start a new job or...
1099 Workers Must Prepare for Tax Season
The little things independent contractors should do before April. Do you freelance or run a business on the side? You have a complicated...
Inherited IRA: What Beneficiaries Need to Know and Consider
At first glance, the rules surrounding inherited IRAs are complex. Here are some questions (and potential answers) to consider if you...
