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November 2017

Year-end tax checklist As the year draws to a close, there are several tax-saving ideas you should consider. Use this checklist to make sure you don’t miss an opportunity before the year is out. Retirement distributions and contributions. Make final contributions to your qualified retirement plan, and take any required minimum distr...

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October 2017

Tax Filing Reminders October 16 Filing deadline for 2016 tax returns for individuals or corporations if you requested/received a six-month extension. Pay taxes due by this date. Deadline to recharacterize a Roth IRA to a Traditional IRA. Deadline to fund your Keogh or SEP plans if you requested a filing extension...

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