Monthly Archives: February 2020

Even Micro-Businesses and the Self-Employed Can Offer a Retirement Plan with a SEP-IRA

Many small businesses don’t offer retirement plans to their employees because they think their company is too small to sponsor a plan. According to a survey recently conducted by Capital One, six out of 10 small business owners fail to sponsor a retirement plan for this very reason. Micro-businesses and the self-employed often face the biggest […]

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Scam Alert — Watch Out for These Three Tax Scams

With tax-filing season in full force, scammers are working overtime to steal the identity and money of many tax filers. This makes it critical to be especially diligent in guarding against fraud at this time of year. Here are three tax scams in particular that you should be on the lookout for right now: Tax […]

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What You Should Know About the New W-4 Form

This time last year many Americans received an unwelcome surprise when they prepared their tax returns. Due to new lower marginal tax rates that were part of the Tax Cuts and Jobs Act and updated IRS withholding tables, some people ended up getting smaller tax refunds than they were expecting — or even worse, having […]

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Traditional vs. Roth IRA — Which Type of IRA Should You Choose?

IRAs are a great tool for helping ensure a financially secure retirement. Even though many people participate in a retirement plan at work, like a 401(k) or 403(b) plan, IRAs still remain popular — especially among people who don’t have access to an employer-sponsored plan. Differences Between Types of IRAs Before opening an IRA, though, […]

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