ATTENTION: I Believe The IRS Tries Real Hard To Take The Fun Out Of Being Successful!

Tax Exempt – Blog

With Kelly D. O’Connor

To SEP IRA Or Not To SEP IRA

To SEP IRA Or Not To SEP IRA

To SEP IRA Or Not To SEP IRA  The #1 reason people are advised to put funds into these accounts is because of the apparent tax savings…because it “defers” the taxes. I like to use a more accurate term, POSTPONE because that’s truly what it’s doing.  It postpones the...

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Common Uncommon

Common Uncommon

If someone asked you, "Is your income common or uncommon compared to all the households that file a tax return?" what would be your answer?  Let's first define "uncommon". I believe if you're in the top 25% of income earners and therefore making more than 75% of...

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COVID-19 and Saving For Retirement

COVID-19 and Saving For Retirement

What If You Never Lost Money? Wouldn't that put you in a position to take advantage of opportunities that are created AFTER a downturn when everyone else has lost money?Unbelievable!  Just 30 days and the coronavirus (COVID-19) changed the world, forever. It’s not bad...

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What If You Never Lost Money?

What If You Never Lost Money?

What If You Never Lost Money? Wouldn't that put you in a position to take advantage of opportunities that are created AFTER a downturn when everyone else has lost money?Our country is heading pretty quickly to the same scene that happened when Thelma and Louise drove...

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