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Matt’s Monthly Money Must Do’s | September 2017

By |2017-08-18T16:41:17-04:00August 18th, 2017|Categories: Personal Planning|Tags: , , , , , , |

The Romans were lazy.  That’s right, I said it: “Lazy”.  The typical response would be that, along with building an empire, Romans built highways, aqueducts, coliseums, etc.  Many of those basic designs are used today, as [...]

IRS Announces New Waiver Procedure for Taxpayers Who Inadvertently Miss the 60-Day Rollover Deadline

By |2017-05-09T22:13:59-04:00September 29th, 2016|Categories: Personal Planning, Uncategorized|Tags: , , , , |

Background--direct and indirect (60-day) rollovers If you're eligible to receive a taxable distribution from an employer-sponsored retirement plan (like a 401(k)) you can avoid current taxation by directly rolling the distribution over to another employer plan [...]

IRS and Treasury Department Provide Guidance on Same-Sex Marriage

By |2013-09-05T17:14:57-04:00September 5th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , |

The U.S. Department of the Treasury and the Internal Revenue Service (IRS) have announced that same-sex couples who are legally married in jurisdictions that recognize same-sex marriage will be treated as married for all federal tax [...]

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