January 18, 2020January 18, 2020401(k), Retirement, Small Business, Tax Planning 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 […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
December 24, 2019January 9, 2020401(k), Employee Benefits, Retirement, Small Business Impact of the SECURE Act on business retirement plans Ted Benna, called “the father of 401(k)s” was one of my first […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
December 22, 2019December 22, 2019401(k), Financial Planning, Retirement, Tax Planning, Wealth Management IRAs and the Retirement Income Myth Tony Novak, CPA financial planner Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
March 2, 2019March 2, 2019Financial Planning, Retirement, Tax Planning Continuing the tax planning conversation A big part of the tax and financial planning conversation I’m having […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
February 6, 2019February 9, 2019Retirement, Tax Planning Don’t get angry, get tax free A wave of recent media reports indicates that a large number of […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
November 15, 2018November 15, 2018Financial Planning, Retirement, Tax Planning A fresh look at RMDs Background Required Minimum Distributions (RMDs) are a common topic of focus in […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
July 22, 2018July 22, 2018Retirement, Taxes Tax review for single retired woman in Florida A friend asked me to review the tax return of a single […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
April 26, 2018April 26, 2018Law firm, Retirement, Self-employed, Tax Planning Who benefits the most from tax planning? Our tax laws provide more opportunity to some people than others. I […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
March 9, 2018Retirement, Taxes Impact of Tax Reform on the Finances of Seniors Most of the changes included in the Tax Cuts and Jobs Act […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
February 28, 2018June 2, 2018Financial Planning, Retirement, Tax Planning What the heck is a 501(k) plan? The financial services industry has a long history of creating new marketing […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...