April 2016 Newsletter

March 28th, 2016

Only three weeks left (April 18th) to get those taxes filed.

Six Potential 401(k) Rollover Pitfalls While rollovers from 401(k) plans to IRAs are normally straightforward and trouble free, there are some pitfalls you’ll want to avoid. More Details When Disaster Strikes: Deducting Casualty Losses Wildfires, tornados, storms, landslides, and flooding…. If you’ve suffered property loss as the result of these tragedies or other circumstances, here’s what you need to know about claiming a tax deduction. More Details What’s New in the World of Higher Education? If you’re a parent or grandparent of a college student or soon-to-be college student, you might be interested to learn what’s new in the world of higher education. More Details What is the federal funds rate? The federal funds rate is the interest rate at which banks lend funds to each other from their deposits at the Federal Reserve in order to meet reserve requirements. More Details Chart: Tracking the Fed Although the prime rate has been closely aligned to the federal funds rate over the past 20 years, rates on conventional 30-year fixed mortgages have followed a more independent trajectory. More Details

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Any federal tax advice in this communication (including any attachments, enclosures, or other accompanying materials) was not intended or written to be used, and it cannot be used, by any taxpayer for the purposes of avoiding penalties; furthermore, this communication was not intended or written to support the promotion or marketing of any of the transactions or matters it addresses.

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This entry was posted on Monday, March 28th, 2016 at 1:36 pm. Both comments and pings are currently closed.