Why you need to know your Credit Score and where to get your Annual Free Credit Report – Annual Reminder!
Take care of your Credit ... Annual Reminder to Check it!
Category Reminder
REMINDER : ES Tax Payment for Q4 of 2023 Due Quickly …. Tuesday January 16 Due to MLK Holiday ….
The odd calendar is still chasing us…..Just a heads up… Q 4 ES Tax Payments Due Tuesday January 16th AT THE LATEST I am a big fan of sending or setting the ES payments a day or so in advance….…
Eight Weeks left in 2023… Wow… That was Fast …. Great Time of the Year to Check Run Rate of Contributions to Retirement Plans or the Like, Here are the Numbers of where we should be!
Take a Peek at your YTD deferrals to make sure you are on track to meet you contribution goals
Economic Report Note … Friday….. Maybe a long Weekend? Maybe not… Expect No banks for Moving of Money and No Postal Services ….
One quick note on an Economic number released this AM by the Bureau of Labor Statistics… Non Farm Payroll…. The actual number is much larger then expected A 336k, E 170k .. While good for workers, this is not what…
Reminders of Important “Line in the Sand” Age-Related Dates that have Recently Changed …
Important Age Dates to Remember - Some have Changed
Form 5498 … Sneaky late arriving tax form can cause confusion … Reminder of purpose of said sneaky 5498 …
Form 5498 Reminder!
Did You Buy a New Primary Residence Last Year? – Homesteading Your Property – Most States are January 1st Residence Requirement – Possible Property Tax Savings –
Homestead Exemption Property Tax Savings Reminder
YEAR END REPLAY REMINDERS – 8.7% Social Security COLA, Peripheral Effects, Pension COLA Reminder, SSA Neat Fact Sheet …
8.75 COLA Adjustment Reminder
RMD’s not taken can be taxed at 50% … Nope not kidding … Yikes … More IRS agents hired … And if missed you have to file special tax forms … Yikes X 2 … Many Financial Institutions are Mandating a December 1 Completion … Take them Now Before the Rush!
Complete your RMD today if you have not!
8.7% Social Security COLA, Peripheral Effects, Pension COLA Reminder, SSA Neat Fact Sheet …
COLA Increase and Analysis