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2023 Retirement Contribution Increases

2023 Retirement Contribution Increases

by Joanne Tackes | Dec 27, 2022 | Investing, Joanne Tackes, Retirement

As we enter the new year, the Treasury Department has announced inflation-adjusted limits for 2023 retirement account savings. How different will your retirement contributions look in 2023? Let’s take a look… IRA contribution limits have increased $500 for...
COVID-19 Webinar Recording And Resources

COVID-19 Webinar Recording And Resources

by BartleyFinancial | Apr 6, 2020 | Ashley Rousseau, Bianca Roberts, Financial Planning, Joanne Tackes, Robert Bartley

We conducted a webinar on Friday April 3rd titled What the He%#$ Does the Stimulus Package MEAN if You’re a Business Owner, Individual or Self-Employed?! Below is the recording of the webinar and the accompanying slide deck, as well as 2 supporting worksheets to help...
SECURE Act Changes to IRA Required Minimum Distributions

SECURE Act Changes to IRA Required Minimum Distributions

by Joanne Tackes | Jan 9, 2020 | Financial Planning, Joanne Tackes, Retirement

Did you know the SECURE Act affects WHEN you’re required to start receiving retirement funds? The end of 2019 saw passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act which, among other things, brings some key changes to Individual...
Group Your Itemized Deductions for REAL Tax Savings

Group Your Itemized Deductions for REAL Tax Savings

by Joanne Tackes | Nov 5, 2019 | CPA, Financial Planning, Joanne Tackes, Taxes

You can have REAL tax savings if you have a better itemized deductions strategy. The 2017 Tax Cuts and Jobs Act (TCJA) nearly doubled the standard deduction for tax years 2018-2025 while eliminating personal exemptions and eliminating or restricting many itemized...
5 Simple Money Moves Worth Completing Today

5 Simple Money Moves Worth Completing Today

by Joanne Tackes | Sep 19, 2019 | Financial Planning, Joanne Tackes, Retirement

Do you have a few extra minutes in your day and really want to make them count? Consider these 5 simple money moves worth completing today. 1) Open an online bank account Online bank accounts typically offer higher interest rates than your corner bank, have great...
The 20% Qualified Business Income (QBI) Deduction and Self-Rentals (and You)

The 20% Qualified Business Income (QBI) Deduction and Self-Rentals (and You)

by Joanne Tackes | Aug 1, 2019 | Financial Planning, Joanne Tackes, Taxes

Let’s talk about what QBI is and how it could apply to your rentals for a second… What is the Qualified Business Income (QBI) deduction and does it apply to rental income? One of the changes included in The Tax Cuts and Jobs Act of 2017 that is creating a...
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Recent Posts

  • 2023 Retirement Contribution Increases
  • LATE SUMMER 2022 MARKET VALUE UPDATE
  • My Black Belt Journey – Parallels to Investing
  • How To Invest In This Environment Of High Inflation And Increasing Interest Rates
  • SPRING 2022 MARKET VALUE UPDATE

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