Hometax

tax

  • 2018 Saver’s Tax Credit

    • March 18, 2019
    • Posted by: Jeff Atwell
    • Category: Finance & accounting, Resources
    No Comments

    Individuals who made salary deferral contributions to a 401(k) or 403(b) plan in 2018 may be able to take advantage of an additional tax credit when they file their 2018 income tax return. 

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  • Retirement for the AGES

    • September 20, 2018
    • Posted by: Jeff Atwell
    • Category: Resources
    No Comments

    We’ve provided a white paper that discusses the Retirement for the AGES framework and analyzes the short comings of the current private retirement system in providing a sustainable income throughout an individual’s retirement years.

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  • Maximize Benefits with the New Tax Reform Act

    • August 2, 2018
    • Posted by: Jeff Atwell
    • Category: Resources
    No Comments

    Whether you need to establish a plan or you would like to enhance an existing one, the tax reform act from 2017 offers a great opportunity for both advisors and small business owners. Advisors should contact business owners and be sure that their plans offer the maximum benefit from the tax reform act.

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