RetirementSavvy

Posts Tagged: IRS

The following is a guest post from Rebecca Walser, a licensed tax attorney and certified financial planner who specializes in working with high net worth individuals, families and businesses at Walser Wealth. Anyone who just inherited a deceased parent’s IRA or 401(k) could be about to commit a costly blunder. Beware the Tax Man You… Read Article →

The following is a guest post from Brett Sause, an 18-year veteran of the financial services profession. Brett is CEO of the Atlantic Financial Group, LLC;  and has been awarded both the National Quality Award and the National Sales Achievement Award from NAIFA. When it comes to retirement – and to passing on whatever wealth you’ve accumulated… Read Article →

The following is a guest post from Gary Marriage Jr., the founder and CEO of Nature Coast Financial Advisors which educates retirees on how to protect their assets, increase their income and reduce their taxes. Retirement can open up a whole new way of life for Americans ready to bring their working years to an end,… Read Article →

With Tax Day right around the corner (April 18), the National Consumers League interviewed IRS Commissioner John Koskinen as part of their #DataInsecurity Thought Leaders series. The wide-ranging interview with Commissioner Koskinen explored a range of questions about the agency’s success at reducing tax identity fraud rates and dealing with fraudsters using stolen data. The… Read Article →

The following is a guest post from Andrew Denney, founder and CEO of Prosperity Financial Group. Andrew has more than 13 years’ experience in the finance industry, where he advises clients in such areas as retirement planning, asset protection, estate planning and wealth management. Look Beyond the Red Tape Setting up a retirement plan for their… Read Article →

We often hear the terms rich and wealthy bandied about. Leaving aside the question of rich, we’ll focus on wealthy. There is no doubt that there are many different opinions about what constitutes wealthy. Some consider investable assets ($500,000, $1,000,000, more?), some think in terms of income ($100,000, $150,000 or $400,000 per year?), while others… Read Article →

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