Almost like found money

It’s my hope that no one needs to access their retirement plans prior to age 59 1/2. And with a 10% premature penalty, it makes it a very unattractive option if funds are necessary. And I would like to remind you, or inform you, that there are exceptions to this penalty. IRS Section 72 (t) allows the following exceptions: READ MORE

December, your last chance at tax savings

Typically individuals don’t begin the tax preparation process till February and December is an even better time to start. Why? Because now is the time to take action to take action to save in taxes. And it’s also a good time to confirm you paid sufficient income taxes and to remember to note your auto mileage for the end of year. READ MORE