Cash Flow Planning for Life - Helping you reach your personal & professional financial goals.

Cash Flow Planning for Life

Helping you reach your personal & professional financial goals.

Archive for May, 2010

If you’re a 401(k) plan owner, be sure to…

…review your 401(k) plan(s), because some will allow distributions while you are still employed.

You can convert a distribution directly from a 401(k) into a Roth IRA, be sure not to overlook this option.

If you have any questions, comments or concerns about Roth IRA’s, or think I can help you in any other ways, contact me, or give me a call at (239) 384-9688.

– Mark

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This information is based on facts, assumptions and representations as stated and authorities that are subject to change.  We will not update this information for subsequent legislative or administrative changes of future judicial interpretations.

LEGAL NOTICE AND DISCLAIMER:  The information within this post is for informational and educational purposes only and is not tax advice and should not be used as such.  The facts of each individual situation can have significantly different outcomes when applying tax law.  The hiring of a CPA is an important decision not to be based solely on advertisements.

No matter how many IRAs you own…

the IRS views them as one pool of assets for tax purposes.

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Enacted on March 18, 2010, the Hiring Incentives to Restore Employment (HIRE) Act has two new tax benefits that are available to employees who hire certain previously unemployed workers (“qualified employees”).


Payroll Tax Forgiveness for Hiring Unemployed Workers:

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Should I Purchase a Tax Deduction?

Posted by Mark On May 3rd

A very common question I hear is…

Should I purchase a tax deduction?

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