The Major Retirement Planning Mistakes

Why are they made again and again? Provided by Misty Pittman   Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees....

New I.R.S. Contribution Limits

Changes for 2020. Provided by Misty Pittman   The I.R.S. just increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here’s a quick look at the changes.   *Next year, you can put up to $6,000 in any...

The SECURE Act

Long-established retirement account rules change.  Provided by Misty Pittman   The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules...

Keep Calm, Stay Invested

Expect volatility, but avoid letting the headlines alter your plans. Provided by Misty Pittman   Recent headlines have added volatility to the markets. There will always be new headlines, and any of them could mean turbulence for Wall Street.   As an investor and...

Roth IRA Conversions

What are your options? What are the benefits? Provided by Misty Pittman If you own an Individual Retirement Account (IRA), perhaps you have heard about Roth IRA conversions. Converting your traditional IRA to a Roth IRA can make a lot of sense depending on your...

What if You Get Audited?

What the I.R.S. looks for and why. Provided by Misty Pittman “Audit” is a word that can strike fear into the hearts of taxpayers. However, the chances of an Internal Revenue Service audit aren’t that high. In 2017, the most recent statistics available, show the I.R.S....