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Access Retirement Funds in a Disaster

This article was published by the IRS. The SECURE 2.0 Act makes it easier for qualified individuals impacted by a federally declared major disaster to access their retirement savings. Eligibility A taxpayer may be eligible for relief that provides for expanded access to their retirement funds if their principal residence was in a major disaster area [...]

2025-02-19T10:42:31-05:00February 19th, 2025|Categories: Government, IRS, Personal Finance, Personal Taxes, Planning Strategies, Tax Relief, Tax Tips, Taxes|Tags: , , , , , , , |
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IRS Urges Many Retirees to Make Required Withdrawals from Retirement Plans by Year-End Deadline

This article was published by the IRS. The Internal Revenue Service is reminding those aged 73 and older of the deadline to take required minimum distributions from individual retirement arrangements (IRAs) and other retirement plans, and highlighted updates introduced by the SECURE 2.0 Act. Required minimum distributions (RMDs) are amounts that many retirement plan and IRA [...]

2024-12-18T11:52:39-05:00December 18th, 2024|Categories: Compliance, IRS, Personal Finance, Personal Taxes, Planning Strategies, Retirement, Tax Tips, Taxes, Year End|Tags: , , , , , , , , |
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We are CPAs located in Plymouth, MA providing accounting, tax preparation and planning, audit, bookkeeping, and consulting services to individuals, businesses, nonprofits and condominiums throughout the South Shore and Cape Cod.

Plymouth 400

Plymouth 400 Business Partner

An American Story —
A National Legacy
Plymouth 400, Inc. is a 501 (c)3 nonprofit founded in 2009 in Plymouth, MA to lead the planning and execution of programs and events commemorating the 400th anniversary of the Mayflower voyage and the founding of Plymouth Colony.
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