December, 2022

Everyone Should Know the Facts About How the IRS Communicates With Taxpayers

Knowledge is a taxpayer’s first line of defense against scammers who pretend to be from the IRS with the goal of stealing personal information. Here are some facts about how the IRS communicates with taxpayers:

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Retirement Account Differences

You hopefully have an IRA, 401(k) (or another 401 account with a different letter), pension or another type of retirement account.  But, do you know the differences?  Here is a quick look at the differences: Pension – This is something that we are seeing less and less.  Pensions are usually employer sponsored and employees receive […]

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Year-End To Do List

December is upon us and there are many things to accomplish.  Where do we find the time?  But, in spite of all of your tasks to be accomplished and their importance, I am sorry but I must add to that list things that really have a greater impact than holiday preparations.  Here’s a list of […]

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