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 […]
It’s tax season again! Here’s some helpful tips for clients that we hope will make the season less stressful: Due to local holidays in some regions, you have a few extra days to file your taxes and to make IRA and Roth retirement contributions. The tax deadline this year is Tuesday, April 18, 2017. If you’re a candidate […]
With the new Trump administration coming on board, we’re likely to see big changes in income taxes before the year is out. Here’s a quick cheat sheet of what you might expect: Details still uncertain. We don’t know yet which – if any – of Trump’s tax reform proposals will be adopted. Republicans in Congress […]
Like the elves in Santa’s workshop, we’ve been working hard to make sure everyone is ready for the 2016 year-end and well-positioned for the 2017 New Year. Here’s what that means: Taking your full Required Minimum Distribution (RMD) for the year from your IRA and other retirement accounts, so you can meet IRS requirements. Reviewing capital gains […]
Doesn’t it seem like every single day you receive some kind of tax reporting form in the mail? It’s a never-ending flow of paper that stems from the IRS’ ever more complicated tax reporting rules (which originates, of course, in Congress’ ever more convoluted tax rules). Many of our clients are now receiving Form 5498 […]
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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