Investment losses don’t sound like a good thing, but they can be at year-end. That’s when we start scouring your portfolio to look for opportunities to lock in capital losses for the year. By selling investments at a loss, we can offset gains elsewhere in your portfolio and generate up to a $3,000 net tax […]
We’re keeping a cautious eye on Washington, as Congress floats various tax reform proposals that would change the 401(k) as we know it. One proposal would cap deductible 401(k) contributions at $2,400 (versus $18,000 today). Workers would still be allowed to save, but might need to do so in a Roth-type 401(k) or a non-retirement […]
Hot off the press! If, like most American workers, you participate in your employer’s retirement plan, you’ll want to know that the amount you can stash away is set to climb in 2018. The new limits affect contributions to 401(k), 403(b) and 457 plans. Next year, you can contribute $18,500 to your 401(k) — up […]
Breaking News! If you’re still struggling with power outages and downed trees, here’s some welcome relief on the tax front. You don’t need to worry right away about filing tax returns that may be on extension, or making estimated tax payments due September 15. The IRS is providing help to the victims of Hurricane Irma. […]
We were talking to a new Florida resident the other day in our office. After a lifelong career in media in New York, he called it a day and moved to South Florida to retire. Part of our conversation revolved around what he needs to do to establish residency in Florida and avoid any future […]
Don’t forget…. If you pay quarterly estimated taxes, your second estimate for 2017 is due Thursday, June 15.
“The boldest ideas for changing the nation’s tax code are either dead or on political life support, as the Republican effort in Congress to reshape the tax system moves much more slowly than lawmakers and their allies in business had hoped. …. The clear winner, so far, is the status quo.” Richard Rubin, “GOP Bid […]
You’ve heard that a dog is a man’s best friend, right? Here’s a heartwarming story about a man who loved his rescue dog so much that he transported her cross-country when his job relocated. She repaid his devotion by saving him $430,000 in a landmark New York tax case. Gregory Blatt, CEO of dating sites Match.com, Tinder, and […]
For non-working spouses, it’s often a case of “out of sight, out of mind.” And what’s forgotten is their own retirement security. Once the non-working spouse is out of the workforce, they usually neglect to fund their own retirement accounts. Many people don’t realize that even if you are not holding down a job, you are eligible […]
Here’s a last minute IRA tip that can help you stay on track for a comfortable retirement: Many divorced people who are receiving alimony neglect to fund their IRAs every year. That’s a mistake, because putting money aside each year into your Traditional or Roth IRA can help you keep your retirement savings on target, and […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for twenty years! Mari has appeared in publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s, Newsweek, and Money Magazine!
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