Financial Planning – Page 12

by Whitney Nash, CPFA June 30, 2020 1

4 Key Advantages to Having a Self-Directed Solo 401(k) Instead of a SEP IRA

Self employed? Be sure to know the difference between a SEP IRA and a Self Directed Solo 401(k).

by Jeremias Ramos, CPA June 8, 2020 3

Looking for income during retirement? Check out these 5 jobs.

by Jeremias Ramos, CPA June 4, 2020 1

What does retirement in the 21st century look like?

by Jeremias Ramos, CPA May 21, 2019 0

Most tax practitioners would agree that filing a 1041 return for a grantor trust is redundant and is a waste ofContinue Reading

by Jeremias Ramos, CPA May 14, 2019 0

After the passage of the Tax Cuts and Jobs Act of 2017 (TCJA) it’s estimated that 90 percent of taxpayersContinue Reading

by Peter Greco February 11, 2019 0

Changes to the tax code may mean smaller refunds.

by Jeremias Ramos, CPA September 17, 2018 0

Do you own a 401(k)? Well be sure to know the answer to these 5 questions.

by Jeremias Ramos, CPA August 16, 2018 0

As a parent or perspective parent, make sure you take advantage of all the new tax law changes made in 2017!

by Jeremias Ramos, CPA July 30, 2018 0

How do you start investing?

by Jeremias Ramos, CPA July 3, 2018 0

If you are a recent college graduate then you should make sure you are not making any of these mistakes.