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ANY TAX ADVICE IN THIS COMMUNICATION IS NOT INTENDED OR WRITTEN TO BE USED, AND CANNOT BE USED, BY A CLIENT OR ANY OTHER PERSON OR ENTITY FOR THE PURPOSE OF (i) AVOIDING PENALTIES THAT MAY BE IMPOSED ON ANY TAXPAYER OR (ii) PROMOTING, MARKETING OR RECOMMENDING TO ANOTHER PARTY ANY MATTERS ADDRESSED HEREIN.
Tag Archives: #CallCarolFirst!
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 #CallCarolFirst!, Carol McAtee & Associates, IRA, Self-employed
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Series. Part 2 of 3. Employer-provided Plans: 401Ks, 403Bs, and 457Bs.
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
Posted in Retirement Planning
Tagged #CallCarolFirst!, #MaxItOut, 401K, 403B, 457B, Employer Contributions, Retirement Plan
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Series. Part 1 of 3. Individual Retirement Accounts: Traditional & Roth
In this series of three, we will look at various tax advantageous retirement and savings vehicles and their maximum contribution amounts. We hope that you check on your progress towards #MaxItOut. Let’s start with the well-known retirement plans that many … Continue reading
Posted in Retirement Planning
Tagged #CallCarolFirst!, #MaxItOut, Individual Retirement Account, Roth IRA, Traditional IRA
Comments Off on Series. Part 1 of 3. Individual Retirement Accounts: Traditional & Roth