Archive for January 2015

IRA Rollover Tax Changes for 2015

Effective January 1, 2015, there is a new tax change to IRA rollovers and if done incorrectly, your entire IRA account could be subject to tax. A common question we get is, “What are the tax implications involved in doing IRA rollovers?”. Some examples of IRA rollovers are consolidating accounts, moving jobs or inheriting a…

Read More

Will the Federal Budget Impact Your Retirement?

As you are preparing for retirement, it is important to plan proactively and identify potential problems that could impact your retirement. Today, retirement looks much more different compared to years past, where there is more responsibility on you to save, rather than depending on your employer or the government to provide you financial security. Our…

Read More

New Year, New Tax Changes

As we begin a new year, many of us begin thinking about our finances and implementing proper tax planning. As you do this, it is important to take into consideration tax changes for the coming year and make adjustments as necessary. Pretty soon you will be filing your taxes for last year and now is…

Read More