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Category: Retirement

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 that he made for his own clients illustrating the impact […]

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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 business mentors when I left Wall Street in 1997 and […]

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December 22, 2019December 22, 2019401(k), Financial Planning, Retirement, Tax Planning, Wealth Management

IRAs and the Retirement Income Myth

Tony Novak, CPA financial planner

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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 lately with local upper middle class people my age and […]

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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 taxpayers are angry this filing season. Some people point out […]

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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 personal financial planning. This is nothing new. I first published […]

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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 retired relative living in Florida. The simple question was why  […]

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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 find that some people can save tens of thousands of […]

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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 are already effective for 2018. These are mostly good news […]

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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 terms to help sell its products. Certainly this is a […]

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Tony Novak CPA, MBA, MT

PO Box 333, Newport New Jersey 08345
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This Web site is independently owned and operated by Tony Novak operating under the trademarks “Freedom Benefits”, “OnlineAdviser” and “OnlineNavigator”. Opinions expressed are the sole responsibility of the author and do not represent the opinion of any other person, company or entity mentioned. Tony Novak is not a representative, agent, broker, producer or navigator for any securities broker dealer firm, federal or state health insurance marketplace or qualified health plan carrier and has no financial position in any stocks mentioned. Novak may act as and be compensated as an accountant, agent, adviser, writer, consultant, marketer, reviewer, endorser, producer, lead generator or referrer to the companies listed on this site or other commercial companies and non-governmental insurance exchanges. Information is from sources believed to be reliable but cannot be guaranteed. Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues or a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties.

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