Category: Tax Planning
IRS released IRS Notice 2020-51 which extended the deadline to August 31, 2020 to return any unwanted 2020 RMDs.
Unprecedented Relief! ALL unwanted RMDs taken in 2020 can now be returned – rolled over – back to an IRA or company plan. By “ALL” … Read more
Complimentary Workshop! Join Sweet Financial Services for a Tax Planning Workshop on Wednesday, October 24th at the Holiday Inn, Fairmont, featuring guest speaker Christopher P. Hennessey. Mr. … Read more
The December 31st deadline is approaching fast… don’t forget to take your Required Minimum Distribution! What are required minimum distributions (RMDs)? Required minimum distributions, often … Read more