We’re getting closer to the April 18, 2022 deadline for filing your 2021 taxes and funding your IRAs or Roth IRAs for 2021 (that’s last year). The maximum amount you can contribute to your IRA for 2021 is $6,000 or 100% of taxable compensation ($7,000 if you turned 50 by the end of last year). That’s the same […]
Understanding Your Taxes: Just What Is Form 5498 And Why Are They Sending It To Me?
Some of our clients have been calling with questions about Form 5498, a tax reporting form they recently received online or in the mail. If you’re the kind of person who likes to understand how things work, or are curious as to why you’re receiving this form long after the tax deadline, here’s the inside scoop: Does everyone […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ has helped hundreds of individuals and families build wealth and plan for a more secure financial future for over 30 years. Her advice has appeared in publications such as Wall Street Journal, Kiplinger’s, Money Magazine, Business Week, and CBS MarketWatch.
Have A Financial Question?
Topics
- 5-Minute Fix
- Aging and Money
- College
- Company & Community News
- Consumer Tips
- Cybersecurity
- Estate Planning
- Financial Hall of Shame
- Financial Planning
- Guest Blog
- Health & Wellness
- Insurance
- Investing
- Making A Difference
- Making, Spending, and Saving Money
- Marriage and Divorce
- On Your Own: Money Smarts For Millennials
- People & Profiles
- Quote of the Week
- Real Estate and Mortgages
- Real People Advice
- Retirement
- Tax
- Uncategorized
- Women and Money
Contact Us
Mercer Advisors
Crystal Corporate Center
2500 N. Military Trail, Suite 306
Boca Raton, FL 33431
561-417-0001
www.merceradvisors.com