IRS Tax Day is May 17

We’re just a few short weeks away from the extended IRS federal income tax filing deadline of May 17. This is also the deadline to make Traditional and Roth IRA, self-employed retirement plan, and Health Savings Account contributions for the tax year 2020. As a reminder, Traditional and Roth IRA contribution limits are $6,000 plus…

Year-end planning before we say goodbye to 2020

With the end of the year fast approaching there’s still time to consider some year-end planning before we say goodbye to 2020. It’s important to understand deadlines for the various strategies that you may take into consideration and coordinate them with the overall objective of your personal financial plan. Some of these strategies can potentially…