by Stapley Accounting | Dec 2, 2021 | Accounting, Planning, Retirement, Savings, Taxes
What Is A 401(K)? Employers offer 401(k) plans for many reasons, including to attract and retain talent. These plans help an employee accumulate a retirement nest egg on a tax-advantaged basis. If you’re thinking about participating in a plan at work, here are some of...
by Stapley Accounting | Nov 18, 2021 | Accounting, Retirement, Savings, Taxes
Factor In Taxes If You’re Relocating to Another State in Retirement Are you considering a move to another state when you retire? Perhaps you want to relocate to an area where your loved ones live or where the weather is more pleasant. But while you’re thinking about...
by Stapley Accounting | Oct 28, 2021 | Accounting, Savings, Taxes
Don’t Gamble With Your Tax Score Studies have found that more people are engaging in online gambling and sports betting since the pandemic began. And there are still more traditional ways to gamble and play the lottery. If you’re lucky enough to win, be aware...
by Stapley Accounting | Sep 30, 2021 | Accounting, Business, Planning, Savings
If your child is fortunate enough to be awarded a scholarship, you may wonder about the tax implications. Fortunately, scholarships (and fellowships) are generally tax free for students at elementary, middle and high schools, as well as those attending college,...
by bookworm | Sep 10, 2021 | Accounting, Business, Planning, Savings
The Steps to Preparing A Financial Plan for Your Future If you want to be sure that your future is secure, then you need a financial plan. There are plenty of unforeseen events that could disrupt your finances, but with some good planning, you can minimize and... by bookworm | May 17, 2017 | Accounting, Planning, Retirement, Savings
After having talked to several people I know about having to withdraw from their IRAs early, I decided to write about it a bit. Withdrawing from a IRA is a fairly simple process that can be done at any time, at any age. You don’t have to be retired to withdraw,...
