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...
Considering Tapping Your Retirement Funds? Resist the Temptation
Your future self will thank you. Retirement accounts are not bank accounts. Nor should they be treated as such. When retirement funds are...
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...
Retirement Plan Contribution Limits Rise in 2018
Slight increases have been made due to mild inflation. You will be able to put a little more into your workplace retirement account in...
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...
Considering a Roth IRA Conversion? Here's the Pros and Cons
What are the potential benefits? What are the drawbacks? If you own a traditional IRA, perhaps you have thought about converting it to a...
