TWILLEY, ROMMEL & STEPHENS P.A

Retirement

3rd Quarter 2017 News

20.06.2017
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This special edition Q3 2017 Tax Letter is full of investing and planning strategies that can help you with ongoing financial management and tax planning.  It contains information on:

Tax-Wise Portfolio Rebalancing
The Third Best Investment You Can Make
After-Tax Dollars in Traditional IRAs
Dealing With an IRS Audit
Safe Harbor 401(k) Plans for Small Companies

 

CPA Client Tax Letter Q3 2017 from TR&S CPA 

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See Also: Citation and Resource Guide accompanying this publication

This CPA Client Tax Letter is provided by Twilley, Rommel & Stephens […]

June 2017 Newsletter

5.06.2017
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This month’s newsletter can help you with ongoing financial management and tax planning.  It contains the following topics:

The Third Best Investment You Can Make
Prenups Can Serve Many Purposes
Solo 401(k) Plans for Companies Without Employees
Tax Calendar

 

Did you know?
Nearly 40% of people under 65 with employer-based insurance had high deductible health plans in 2016, up from over 25% in 2010.

CPA Client Newsletter June 2017 from TR&S CPA 

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This CPA Client Tax Letter is provided by Twilley, Rommel […]

May 2017 Newsletter

2.05.2017
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This month’s newsletter can help you with ongoing financial management and tax planning.  It contains the following topics:

Tax-Wise Portfolio Rebalancing
Social Security Strategies That Still Work
With Retirement Plans, SIMPLE May Be Better
Tax Calendar

 

Money on the Move
In 2016, nearly $260 billion flowed out of stock funds, almost $107 billion flowed into bond funds, and another $86 billion or more went into taxable money market funds..

CPA Client Newsletter May 2017 from TR&S CPA 

Click to Read This Issue!

This CPA Client Tax Letter is […]