retirement planning Archives | Omlin, Gunning & Associates, P.S.

February Newsletter

February 1, 2020 admin

The 2019 tax filing season is in full swing. If you have not already done so, now is the time…

August 30, 2019 admin

As you or family members approach retirement years, it is important to have a basic understanding of the IRS gift…

July 10, 2019 admin

Retirement Basics: Understanding Tax Efficiency One of the basics in retirement is to be as tax efficient with your income…

April 3, 2019 admin Leave a comment

Unlock tax savings with a backdoor Roth IRA Don’t give up quickly if your path to contributing to a Roth…

February 5, 2019 admin Leave a comment

February 2019 Tips for retiring into a bear market You’re approaching that long-awaited day when you can say goodbye to…

January 28, 2019 admin Leave a comment

January 28, 2019 Use your tax refund for an IRA contribution You may already know that contributions to a traditional…

November 6, 2018 admin Leave a comment

Major Tax Dealines For NOVEMBER 2018 During November: It’s wise to estimate your 2018 income tax liability and review your…