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by john.broadfoot@tjtpa.com | Mar 20, 2014 | Blog
Although some mutual funds are “no load,” meaning that there is no sales charge, others are load funds, with some type of sales charge. Many load funds have multiple share classes, with various compensation arrangements. If you’re buying a fund that has more than one...
by john.broadfoot@tjtpa.com | Feb 25, 2014 | Blog
As you are probably aware, April 15, 2014, is the deadline for filing your 2013 federal income tax return. If you are not ready to file by then, you can obtain an automatic six-month extension until October 15 by filing IRS Form 4868 by April 15. Keep in mind that...
by john.broadfoot@tjtpa.com | Feb 23, 2014 | Blog
Simplified employee pension (SEP) plans are commonly used by self-employed individuals and others with part-time self-employment income. In addition, SEPs can offer many benefits to small companies, so business owners may want to consider using a SEP for themselves...
by john.broadfoot@tjtpa.com | Feb 20, 2014 | Blog
Many workers save for the future in a 401(k) or another employer sponsored retirement plan. Contributions avoid income tax, and the same is true for investment earnings inside the plan. Often, 401(k) participants roll over the money to a traditional IRA after they...
by john.broadfoot@tjtpa.com | Jan 29, 2014 | Blog
As the year begins, business owners should intensify their efforts to use every available tax deduction. Documentation is crucial, so keeping all relevant receipts will help. You also should maintain a log, explaining why certain items are business related and thus...
by john.broadfoot@tjtpa.com | Jan 27, 2014 | Blog
Many workers save for the future in a 401(k) or another employer sponsored retirement plan. Contributions avoid income tax, and the same is true for investment earnings inside the plan. Often, 401(k) participants roll over the money to a traditional IRA after they...
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