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tax reform

Tax Considerations for Retirees

Submitted by Alloy Silverstein Financial Services, Inc. on December 19th, 2018

Are you aware of them?

 

 The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive.

Tags:
  • financial planning
  • retirement planning
  • tax planning
  • tax reform
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Are Changes Ahead for Workplace Retirement Accounts?

Submitted by Alloy Silverstein Financial Services, Inc. on September 27th, 2018

A bill now in Congress proposes to alter some longstanding rules.

 

Most Americans are not saving enough for retirement, despite ongoing encouragement to do so (and recurring warnings about what may happen if they do not). This year, lawmakers are also addressing this problem, with a bill proposing big changes to IRAs and workplace retirement plans.

 

The Retirement Enhancement and Savings Act (RESA), introduced by Senator Orrin Hatch, would amend the Internal Revenue Code and the Employee Retirement Income Security Act (ERISA) in some significant ways.1

Tags:
  • business planning
  • retirement planning
  • tax reform
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Retirees, Check Your Withholding

Submitted by Alloy Silverstein Financial Services, Inc. on September 25th, 2018

Your withholding may need to be adjusted due to the 2017 federal tax reforms.

  

Tags:
  • financial planning
  • tax reform
  • Read more

Did You Receive a Corrected Form 1098?

Submitted by Alloy Silverstein Financial Services, Inc. on March 29th, 2018

You might get to deduct the mortgage interest premiums you paid in 2017 after all.

 

 

Tags:
  • tax planning
  • tax reform
  • tax season
  • Read more

A New Day for 529 Plans

Submitted by Alloy Silverstein Financial Services, Inc. on February 7th, 2018

Federal tax reforms lead to new possibilities for these education savings accounts. 

 

Tags:
  • 529
  • education planning
  • tax reform
  • Read more

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