IRA Archives - Cozby & Company

Ways to reduce your tax burden before year-end

[youtube https://www.youtube.com/watch?v=Nf0elKq7sjA]The new tax law has added some wrinkles to how many Americans deal with their tax returns. In the past, it was common to try to maximize deductions during the year and then itemize on your return. However, with the increase in the standard deduction for individuals and families this year, reducing taxable income is [...]

cozbycpa2018-12-03T22:10:31-05:00December 3rd, 2018|Categories: FSA, Health Care, HSA, IRA, IRS, Personal Finance, Planning Strategies, Tax Credits, Tax Law Changes, Tax Tips|Tags: Cozby & Company, Cozby & Company LLC, Cozby CPA, Heather Cozby, Heather Cozby accountant, Heather Cozby CPA, Investment Losses, IRS.gov, personal finance tips, Plymouth CPA Heather Cozby, Plymouth MA accountant, Plymouth MA accountants, Plymouth MA bookkeeper, Plymouth MA CPA, Plymouth MA tax preparation, Plymouth MA tax preparer, Plymouth MA taxes, retirement savings|

What is An Annuity?

[youtube https://www.youtube.com/watch?v=Rab6cWee1bc] What is an annuity? An annuity is an investment product that pays out a steady stream of income over time during retirement. When you purchase an annuity, usually from an insurance company, you agree to make a lump sum payment up front, or regularly scheduled payments at agreed-upon intervals. In exchange, you are guaranteed [...]

cozbycpa2018-10-08T14:25:59-04:00October 8th, 2018|Categories: Investing, IRA, Personal Finance, Planning Strategies, Tax Tips|Tags: Annuity, Cozby & Company, Cozby & Company LLC, Cozby CPA, Heather Cozby, Heather Cozby accountant, Heather Cozby CPA, IRS, IRS.gov, personal finance tips, Plymouth CPA Heather Cozby, Plymouth MA accountant, Plymouth MA accountants, Plymouth MA bookkeeper, Plymouth MA CPA, Plymouth MA tax preparation, Plymouth MA tax preparer, Plymouth MA taxes, Retirement|