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Thursday, 27 February 2014

How to Wreck Your Retirement

Written by Rehmann Team

Planning for retirement is a decades-long process that with careful planning can help you reach your retirement goals. However, it's important to take note of the aspects of retirement planning that could be overlooked. Here are 10 things to avoid on the road to retirement. Starting too late The earlier in life you start planning and investing, the longer your money has to grow...

Published in Wealth Management

WASHINGTON — The Internal Revenue Service is offering educational Health Care Tax Tips to help individuals understand how the Affordable Care Act may affect their taxes. The IRS has designed the Health Care Tax Tips to help people understand what they need to know for the federal individual income tax returns they are filing this year, as well as for future tax returns. This includes information on the Premium Tax Credit and making health care coverage choices. Although many of the tax provisions included in the law went into effect on Jan...

Published in Healthcare
Tuesday, 25 February 2014

myRA: A New Way to Save for Retirement

Written by Rehmann Team

At his State of the Union address, President Obama announced the myRA initiative: an affordable savings account to help Americans start saving for retirement. This new product will be targeted to Americans who currently lack access to workplace retirement savings plans and the funds will be deducted via payroll, making the process easy for enrollees. With an initial investment as low as $25 and contributions as low as $5, myRA could be an attractive option for those who may not be able to afford the monthly minimums of many traditional IRAs. It functions like a Roth IRA in that the contributions are not deductible, and when distributions are withdrawn from the account, they are not taxed...

Published in Wealth Management
Tuesday, 18 February 2014

Captive Strategy - is it Right for You?

Written by Rehmann Team

Captive insurance companies, or "captives," have been in use since the 1920s and have grown in popularity ever since. Many business owners utilize them, so others may wonder if a captive is right for their organization. With benefits extending beyond the business – to the business owner and their family, as well – we spoke with Rehmann Principal Steve Armstrong about captives and their benefits. What exactly is a captive?..

Published in Business Consulting
Thursday, 20 February 2014

How Much Can I Contribute to my IRA in 2014?

Written by Forefield Inc.

The amount you can contribute to your traditional or Roth IRA remains $5,500 for 2014, $6,500 if you're 50 or older. You can contribute to an IRA in addition to an employer-sponsored retirement plan like a 401(k). But if you (or your spouse) participate in an employer-sponsored plan, the amount of traditional IRA contributions you can deduct may be reduced or eliminated (phased out), depending on your modified adjusted gross income (MAGI). Your ability to make annual Roth contributions may also be phased out, depending on your MAGI...

Published in Wealth Management
Tuesday, 18 February 2014

Market Outlook - February 2014

Written by Rehmann Team

Economic A new round of budget battles will beset the U.S. House and Senate on February 27. As in the past, a compromise will most likely be reached, but spending cuts may be temporarily approved as a condition to raise the debt ceiling...

Published in Wealth Management
Monday, 17 February 2014

The Financial Stress of the Sandwich Generation

Written by Eric Braund, CFP®, CRPC®

Talk about being stuck between a rock and a hard place. Members of the "Sandwich Generation" – typically identified as those between the ages of 40 and 65 caring for children transitioning to adulthood and parents in their declining years – face a heavy financial burden. In the face of such stress, members of the Sandwich Generation might be tempted to sacrifice their own financial stability. However, sacrificing one's own financial stability for parents or progeny could have devastating financial consequences...

Published in Wealth Management
Wednesday, 12 February 2014

New ACA Delay

Written by Rehmann Team

Key provisions of the Affordable Care Act have been delayed for a year. This delay will grant employers with between 50 and 99 employees specific relief and a different type of relief for employers with more than 100 employees.From the Treasury Department announcement: "Companies with 50-99 employees that do not yet provide quality, affordable health insurance to their full-time workers will report on their workers and coverage in 2015, but have until 2016 before any employer responsibility payments could apply." Changes to the regulations don't stop there...

Published in Healthcare
Tuesday, 11 February 2014

IRS: No Delays - FATCA is Coming

Written by Alex August, CPA, MBA

By Alex August, CPA, MBA According to the Internal Revenue Service (IRS), there will be no more delaying it: the FATCA withholding rules will go into effect July 1, 2014. The Foreign Account Tax Compliance Act, or FATCA, was enacted in 2010 by Congress to target tax non-compliance by U.S. taxpayers with foreign accounts...

Published in Tax
Wednesday, 05 February 2014

Ten Tips to Help You Choose a Tax Preparer

Written by IRS

Many people look for help from professionals when it's time to file their tax return. If you use a paid tax preparer to file your return this year, the IRS urges you to choose that preparer wisely. Even if a return is prepared by someone else, the taxpayer is legally responsible for what's on it. So, it's very important to choose your tax preparer carefully...

Published in Tax
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