SECURE Act and Retirement Accounts – Make the Right Moves

Tax law is constantly changing.  Just when you thought you knew everything about the Tax Cuts and Jobs Act 2017, Congress passed the SECURE Act (Setting Every Community Up for Retirement Enhancement Act) in 2019.  Many changes are now in effect for individuals who inherit a 401(k) or an IRA.  Under previous tax law provisions, …

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Request Tax Information Online as October 15th Final Deadline Approaches

The final deadline for filing your individual tax return is October 15th.  If you are missing information to file your 2017 1040, don’t worry.  Using a tool on the IRS website, you can obtain Tax Return Transcripts that report most of the line items on previously filed tax returns and Record of Account Transcripts that …

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