Gates, Kirby & Company, P.C.

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27 Mar

SECURE 2.0 LAW MAY MAKE YOU MORE SECURE IN RETIREMENT

A new law was recently passed that will help Americans save more for retirement, although many of the provisions don’t kick in for a few years. The Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0) was signed into law on December 29,...

09:00 / Legal / Taxes

21 Aug

TAKING DISTRIBUTIONS FROM YOUR TRADITIONAL IRA

If you’re like many people, you’ve worked hard to accumulate a nest egg in your traditional IRA. Knowing the finer points of the distribution rules is critical — particularly as some of these rules have temporarily changed under the Coronavirus Aid, Relief and Economic Security...

08:00 / COVID-19 / Inheritance / Legal / Retirement / Taxes

09 Dec

YEAR-END TAX AND FINANCIAL TO-DO LIST FOR INDIVIDUALS

With the dawn of 2020 on the near horizon, here’s a quick list of tax and financial to-dos you should address before 2019 ends:...

09:00 / Budgeting / Taxes

29 Dec

EDUCATE EMPLOYEES ON REQUIRED MINIMUM DISTRIBUTION RULES

Businesses with employees headed for retirement can provide a helpful service by educating these workers on rules regarding required minimum distributions (RMDs). If violated, these rules could trigger hefty penalties. This article explains RMD requirements for IRAs and 401(k)s. A sidebar looks at other RMD...

09:00 / Budgeting / Taxes

SECURE 2.0 LAW MAY MAKE YOU MORE SECURE IN RETIREMENT

TAKING DISTRIBUTIONS FROM YOUR TRADITIONAL IRA

EDUCATE EMPLOYEES ON REQUIRED MINIMUM DISTRIBUTION RULES

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