Monthly Archives: January 2020

Employer-provided Plans: 401Ks, 403Bs, and 457Bs.

Posted on January 31, 2020 by Carol

Series. Part 2 of 4. Employer-provided Plans: 401Ks, 403Bs, and 457Bs. In this series of four, we are talking about various tax advantageous retirement and savings vehicles and their maximum contribution amounts. We hope that you check on your progress … Continue reading →

Posted in Business Taxes, Individual Taxes, Retirement Planning, Tax Planning, Taxes | Comments Off on Employer-provided Plans: 401Ks, 403Bs, and 457Bs.

Individual Retirement Accounts: Traditional & Roth

Posted on January 22, 2020 by Carol

In this series of four, we will look at various tax advantageous retirement and savings vehicles and their maximum contribution amounts for 2020. We hope that you check on your progress towards maxing it out. Let’s start with the well-known … Continue reading →

Posted in Individual Taxes, Retirement Planning | Comments Off on Individual Retirement Accounts: Traditional & Roth

Happy New Year!

Posted on January 1, 2020 by Carol

The Holidays are officially over.  Welcome to this week’s blog: Happy New Year! REINFORCING THE BASICS. All of us at McAtee & Associates wish all of you a Happy New Year filled with all the joys and successes, fun and … Continue reading →

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