Consider checking these action items off of your year-end to-do list to reduce taxes and increase your retirement savings.
It’s not uncommon for a Chart of Accounts to have hundreds, if not thousands, of accounts, why? In almost every case, the Chart of Accounts can be dramatical...
Columnist<br>For some people, saving for retirement is relatively simple: They have a 401(k). They invest in a target-date mutual fund or an assortment of low-cost index funds. Done<br>For others, it isn’t that simple. They may not like the investment options in their employer’s plan, so they also invest in an individual retirement account or Roth IRA, or both. Perhaps they have money in an old employer’s 401(k), or a spouse contributing to a separate workplace-savings plan. Maybe they also have a…
Get ready for your retirement with these smart tips from a legal and tax expert.
When planning your optimal contribution strategy this year, make sure you’re asking yourself these important retirement account questions.
The wide world of retirement investing can seem a little overwhelming and can get overly complicated way too quickly. For those not prone to pore over spreadsheets, the abundance of data can lead to paralysis – but it doesn’t have to. Thankfully, planning for your retirement isn’t an all-or-nothing endeavor. Educating yourself about your accounts …
Question: I have a very successful small business. My wife and I are the only employees. Over the years, we have been blessed to save a significant amount of money in our retirement accounts (SEP I…
Life is full of surprises—not all of them welcome. If you’re facing an unexpected financial surprise, it might be tempting to tap your retirement accounts for cash. Take it from us, there are plenty of better strategies.<br>“When you pull cash from your retirement account, you’re missing out on a ma
It's not about your income, it's about your tax rate.
Why do bookkeepers and accounting clerks like their jobs? Discover five reasons to choose a career in accounting operations from people who know.
Millions who hold triple-tax-free health savings accounts don't take advantage of their most valuable features
Apply your asset-allocation plan across all of your tax-sheltered and taxable accounts to ensure they are working together.
You may be more able than you thought to amass a million or more dollars -- via this dependable mathematical principle.
Why should Intacct be your next SaaS accounting solution? This solution: • Comes with a flexible architecture that grows with your business • Does what the b...
It has been seven years since the start of this bull market for stocks in the U.S. Is it time for investors to adjust the equity allocations in their retirement portfolios? Many financial advisers say yes. But that is where the consensus seems to end. Some believe that investors should start to reduce the amount …
I love helping entrepreneurs set purposeful goals for their new companies. And because they are often doing things that are new to them, they need encouragement too. This is why I frequently write,…
So you've signed up for your company's 401(k) plan or opened an IRA for your retirement savings. Congrats! That's a great first step.
A client who is not intimately familiar with retirement account rules might be faced with a classic chicken vs. egg dilemma.
We come across many future retirees who aren't following these best practices ... are you? More