• Skip to main content
  • Skip to secondary menu
  • Skip to primary sidebar
  • Skip to footer
  • Home
  • Services
    • Services Overview
    • Financial Planning
    • Retirement Strategies
    • Investment Management
    • How We Work
  • Blog
  • Resources
    • 2018 Tax Rates
    • 2019 Tax Rates
  • About
    • About
    • Fiduciary Oath
    • Location
  • Contact

Retegy

Save Money on Taxes, Invest the Difference, Retire Happy!

  • Home
  • Tax Strategies
  • Investing
  • Financial Planning
  • Retirement

Tax Strategies

How New Tax Laws Affect Small Businesses

December 19, 2018 By Retegy

tax help

A recap of the major changes impacting corporations and closely held firms. The Tax Cuts & Jobs Act changed the tax picture for business owners. Whether your company is incorporated or held closely, you must recognize how the recent adjustments to the Internal Revenue Code can potentially affect you and your workers. How have things changed for C corps? The top … [Read more...] about How New Tax Laws Affect Small Businesses

Recent Tax Changes Around the Home

November 30, 2018 By Retegy

2018 tax laws

How the Tax Cuts & Jobs Act impacted three popular deductions Three recent tax law changes impact homeowners and home-based businesses. They may affect your federal income taxes this year. The SALT deduction now has a $10,000 yearly limit. You can now only deduct up to $10,000 of some combination of (a) state and local property taxes or (b) state and local income … [Read more...] about Recent Tax Changes Around the Home

Tax Changes That May Be Overlooked

November 21, 2018 By Retegy

Sticker with title tax deductible and financial documents.

Some alterations to the Internal Revenue Code were less publicized than others. Late last year, federal tax laws underwent sweeping changes. Nearly a year later, you can be forgiven for not keeping up with them all. Here is a look at some important (yet underrecognized) adjustments that may affect the numbers on your 2018 federal return.1 First, most miscellaneous itemized … [Read more...] about Tax Changes That May Be Overlooked

The IRA and the 401(k)

November 15, 2018 By Retegy

Retired Couple

Comparing their features, merits, and demerits. How do you save for retirement? Two options probably come to mind right away: the IRA and the 401(k). Both offer you relatively easy ways to build a retirement fund. Here is a look at the features, merits, and demerits of each account, starting with what they have in common. Taxes are deferred on money held within IRAs and … [Read more...] about The IRA and the 401(k)

4 Things to Know About Backdoor Roth IRA Conversions

November 15, 2018 By Vladimir Kouznetsov

Roth IRA conversion

A backdoor Roth IRA conversion is a way of funding a Roth IRA account with a traditional IRA conversion instead of a direct contribution. People with relatively high incomes are unable to directly contribute to a Roth IRA. In 2018, the limitation starts at $120,000 for single taxpayers and $189,000 for married filing jointly. To get around this issue, they can make a … [Read more...] about 4 Things to Know About Backdoor Roth IRA Conversions

Avoid Tax Consequences With a Direct 401(k) Rollover

June 4, 2018 By Vladimir Kouznetsov

Retirement Investment 401k Blue Grey Blocks

If you've ever left a job where you had 401(k) or similar retirement plan, you've probably received a letter from the plan administrator outlining the different options you have and their tax consequences. This document is pretty straightforward from the perspective of a tax professional or someone who works in the retirement space, however, for those without this level of … [Read more...] about Avoid Tax Consequences With a Direct 401(k) Rollover

Tax Reform Is Here!

April 18, 2018 By Vladimir Kouznetsov

tax magnified

The Tax Cuts and Jobs Act was signed into law on December 22, 2017. The Act brings one of the most significant changes to the tax law in recent history. Most provisions of the act are now in effect, and they will have a substantial impact on a lot of areas of your financial and tax planning. Here are just a few highlights: Significant changes in tax bracket ranges Highest … [Read more...] about Tax Reform Is Here!

« Previous Page

Primary Sidebar

Market Update

Market Update Image

Market Update (January 2021)

  • Email
  • Facebook
  • LinkedIn
  • Twitter

Recent Posts

  • Market Update (January 2021)
  • End-of-the-Year Money Moves. 2020 Edition
  • Market Update (December 2020)
  • Market Update (November 2020)
  • 2021 Limits for IRAs, 401(k)s and More
  • Why Roth IRA Conversions May Now Be Advantageous
  • FAFSA Applications Are Now Open
  • Market Update (October 2020)
  • Market Update (September 2020)
  • Market Update (August 2020)

Featured

year end image

End-of-the-Year Money Moves. 2020 Edition

By Retegy

401k, IRA Savings

2021 Limits for IRAs, 401(k)s and More

By Retegy

Magnified Roth IRA

Why Roth IRA Conversions May Now Be Advantageous

By Retegy

More Posts from this Category

Footer

Social

  • Email
  • Facebook
  • LinkedIn
  • Twitter

Legal

Disclosures

Privacy Policy

Our Office

200 Spectrum Center Drive, Suite 300
Irvine, CA 92618
Get directions
(949) 662-3212
info@retegy.com

Navigation

  • Featured
  • Financial Planning
  • Investing
  • Market Update
  • Retirement
  • Tax Strategies

Copyright © 2021 Retegy LLC. All Rights Reserved. Retegy LLC is a Registered Investment Advisor.

Retegy LLC is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Retegy LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or under an applicable state exemption.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible under applicable laws, Retegy LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. Retegy LLC does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Retegy LLC be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Retegy LLC or a Retegy LLC authorized representative has been advised of the possibility of such damages. In no event shall Retegy LLC have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

 

ADA Compliance Policy: Retegy LLC is committed to keeping our site compliant with the Americans with Disabilities Act. We welcome feedback on how to improve our site to make it accessible to everyone.