Benefit of 401(k) tax credit for small business that start 401(k) plans
My brother John Novak, a well established 401(k) expert, shared some calculations […]
Category: Retirement
Impact of the SECURE Act on business retirement plans
Ted Benna, called “the father of 401(k)s” was one of my first […]
IRAs and the Retirement Income Myth
Tony Novak, CPA financial planner
Continuing the tax planning conversation
A big part of the tax and financial planning conversation I’m having […]
Don’t get angry, get tax free
A wave of recent media reports indicates that a large number of […]
A fresh look at RMDs
Background Required Minimum Distributions (RMDs) are a common topic of focus in […]
Tax review for single retired woman in Florida
A friend asked me to review the tax return of a single […]
Who benefits the most from tax planning?
Our tax laws provide more opportunity to some people than others. I […]
Impact of Tax Reform on the Finances of Seniors
Most of the changes included in the Tax Cuts and Jobs Act […]
What the heck is a 501(k) plan?
The financial services industry has a long history of creating new marketing […]