Category Archives: Retirement Planning

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

Posted in Individual Taxes, Retirement Planning | 1 Comment

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

Posted in General Interest, Individual Taxes, Retirement Planning | Tagged , , , , | Comments Off on Open Sesame…Open Enrollment!

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

Posted in Retirement Planning, Taxes | Tagged , , , | Comments Off on Series. Part 3 of 3. Self-employed Plans: SEP IRA and SIMPLE. From The Offices Of Carol McAtee & Associates, CPAS, St Petersburg, Florida

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

Continue reading

Posted in Retirement Planning | Tagged , , , , , , | Comments Off on Series. Part 2 of 3. Employer-provided Plans: 401Ks, 403Bs, and 457Bs.