Category Archives: Retirement Planning

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

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

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.

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

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!

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

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.

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