Part of our commitment to you and your financial plan is keeping your information up to date. If you have not already done so, please upload your 2021 Tax Return to our Client Portal: https://wealth.emaplan.com/ema/charlesschwab/ndwealth This is the safest and most secure way to get your private financial documents to us. As a reminder – […]
Tax Returns and Payments Postponed to May 17
Due to the unusual conditions related to the coronavirus pandemic, the due date for individuals to file 2020 federal income tax returns and make tax payments has been postponed by the IRS from Thursday, April 15, 2021, to Monday, May 17, 2021. No interest, penalties, or additions to tax will be incurred by taxpayers during […]
2019 IRA Contributions – You still have time!
Yes, markets have been volatile over the last 3 months, but don’t let short-term moves in the stock markets interrupt your long-term retirement goals. IRA contributions are designed to be long-term investments. If you were planning to make an IRA contribution when this year started, but you still haven’t done it – what are you waiting for? […]
2018 IRA Contributions
Don’t forget about your 2018 IRA contributions. As you know, Lance and I are big fans of Roth IRA savings. We’re also in favor of lowering your tax bill whenever possible. Even if one or both of you are not working full time, you may still be able to contribute to a Traditional IRA, Roth IRA […]
Tax Update – Filing your 2018 taxes
Tax Update – Filing your 2018 taxes By now, you’ve probably heard news reports regarding the tax law changes for 2018. Last year Congress enacted the largest tax reform in decades, and we want you to be aware of how those changes might affect your tax return. Here are a few things to keep in […]
