Just wanted to let you know that I am going to be at Scaling New Heights May 22-26th. When I get back I should be certified on Method software (www.methodintegration.com) and should have all sorts of new document and data management options for QuickBooks available! Not to mention getting to climb Stone Mountain as a part of the conference (Scaling New Heights – literally).
5 Tax Surprises That Can Shrink Your Retirement Savings
Key Takeaways: RMDs become mandatory at age 73, and missing one can trigger a penalty of up to 25% of the required amount. A new temporary $6,000 deduction ($12,000 for joint filers) is available for taxpayers 65+ through 2028. Investment gains, pension income, and...