Tag: retirement

Can You Move Retirement Plan Assets ?

by Donn J. Sinclair , MBA      Personal Financial Advisor      August 1, 2022 Your retirement plans should portable; as well as, tax-favored investments.  Normally, you should be able to transfer assets directly from one trustee to another; an indirect or direct IRA Rollover; or process transfers incident to a divorce.  You may also want to consider […]

Can You Move Retirement Plan Assets ?

by Donn J. Sinclair, MBA       Personal Financial Advisor      August 1, 2022 Your retirement plans should portable; as well as, tax-favored investments.  Normally, you should be able to transfer assets directly from one trustee to another; an indirect or direct IRA Rollover; or process transfers incident to a divorce.  You may also want to consider possible […]

Retirement Plan Assets Can Move ?  

by Donn J. Sinclair, MBA    May 14, 2022 Your retirement plans should be both tax-favored retirement assets which should be portable.  You may normally easily move these assets to your new company retirement plan or Traditional IRA Rollover.  You should be able to do a direct transfer from one trustee to another; a direct […]

Retirement Income Tax Planning

by Kristin P. Sinclair – A Accu Tax – May 10, 2022 Recently Carol has had to make several expensive trips to the car repair shop, and she has decided now is the time to trade up.  Carol will be researching 2022 models and plans to purchase a new vehicle with a nice warranty.  Carol […]

Retirement Income Tax Planning

by Kristin P. Sinclair – A Accu Tax – May 10, 2022 Recently Carol has had to make several expensive trips to the car repair shop, and she has decided now is the time to trade up.  Carol will be researching 2022 models and plans to purchase a new vehicle with a nice warranty.  Carol […]

Let’s Look at Some Tax Planning

by Kristin P. Sinclair, A Accu Tax on June 22, 2022 Let’s Look at Some tax planning. For Mustang Sallie, 2022 is the year Mustang Sallie needs to purchase a new car. She has been doing her research. Ms Sallie plans to purchase her 2022 model in September prior to the 2023 models debut. Ms […]