Tax service in eastern Virginia

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IRA Rollovers for Lump Sum Pension Payouts

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Give those dollars the opportunity for further tax-deferred growth. A big payout leads to a big question. If you are taking a lump sum pension payout from your former employer, what is the next step for that money? It will be ...

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Are You Retiring Within the Next 5 Years?

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What should you focus on as the transition approaches? You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises that tend to upset an ...

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Tax Efficiency in Retirement

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How much attention do you pay to this factor? Will you pay higher taxes in retirement? Do you have a lot of money in a 401(k) or a traditional IRA? If so, you may receive significant retirement income. Those income ...

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A Roth IRA’s Many Benefits

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Why do so many people choose them over traditional IRAs? The IRA that changed the whole retirement savings perspective. Since the Roth IRA was introduced, it has become a fixture in many retirement planning strategies. The ...

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2015 IRA Deadlines Are Approaching

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Here is what you need to know.  Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines.   April 1 is the absolute deadline to take your first Required ...

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