Category Archives: Retirement Planning

Series. Part 4 of 4. 2020 Legislative Changes to Retirement Plans.

Posted on February 12, 2020 by Carol

This is the last of our four-part series: 2020 Legislative Changes to Retirement Plans. Just about two months ago, on December 20, 2019 President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) approved by the … Continue reading →

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Self-employed Plans – SEP IRAs and SIMPLE

Posted on February 5, 2020 by Carol

Series. Part 3 of 4. Self-employed Plans: SEP IRA and SIMPLE. We have talked about retirement vehicles: Traditional & Roth IRAs. Last week we talked about a garage they can be parked in: Employer-provided retirement plans. In this second to … Continue reading →

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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 →

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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 →

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Open Sesame…Open Enrollment!

Posted on November 7, 2018 by Carol

Open enrollment season is here!  And with it the annual confusion and scrambling.  We’re thinking this week’s blog can eliminate some of that. REINFORCING THE BASICS. What is open enrollment? Annual Open Enrollment (AOE) is this tightly scheduled period each … Continue reading →

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Series. Part 3 of 3. Self-employed Plans: SEP IRA and SIMPLE. From The Offices Of Carol McAtee & Associates, CPAS, St Petersburg, Florida

Posted on October 17, 2018 by Carol

We have talked about retirement vehicles: Traditional & Roth IRAs.  Last week we talked about a garage they can be parked in:  Employer-provided retirement plans.  In this last part of three we talk about another garage: Self-employed plans. In self-employed … Continue reading →

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Series. Part 2 of 3. Employer-provided Plans: 401Ks, 403Bs, and 457Bs.

Posted on October 10, 2018 by Carol

In this second part of three, we are talking about various tax advantageous retirement and savings vehicles and their maximum contribution amounts. We hope that you check on your progress towards #MaxItOut. Last week we talked about the vehicles: Traditional … Continue reading → Continue reading →

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