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Retirement Concepts - Scott Johnson - Danvers - MA

Practical answers to retirement questions, including retirement income, social security strategies and Medicare.

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Retirement Concepts - Scott Johnson - Danvers - MA | retirement-concepts.com Reviews

https://retirement-concepts.com

Practical answers to retirement questions, including retirement income, social security strategies and Medicare.

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1

What Is a Roth 401(k)? | Retirement-Concepts

http://www.retirement-concepts.com/resource-center/retirement/what-is-a-roth-401k

What Is a Roth 401(k)? While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted with Roth 401(k)s. Since January 1, 2006, employers have been allowed to offer workers access to Roth 401(k) plans.¹ And some have rolled out offerings as part of their retirement programs. As the name implies, Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA. Roth 401(k) plans were made permanent by the Pension Protection Act of 2006.

2

Tools | Retirement-Concepts

http://www.retirement-concepts.com/tools

Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Click on the link to find tax tools and information. Our collection of 40 calculators is a great starting point if you have a question or concern about your personal finances. Click on a calculator to begin. Sign up for my Newsletter.

3

Caring for Aging Parents | Retirement-Concepts

http://www.retirement-concepts.com/resource-center/retirement/caring-for-aging-parents

Caring for Aging Parents. Thanks to healthier lifestyles and advances in modern medicine, there are more Americans over the age of 65 than there have ever been. The U.S. Census Bureau estimates that by 2050, more than 20 percent of U.S. residents will be aged 65 and over, compared with 15 percent today.¹ As our nation ages, many Americans are turning their attention to caring for aging parents. It is also important to know the location of medical and estate management paperwork, including:. This conversa...

4

Tax Resources | Retirement-Concepts

http://www.retirement-concepts.com/tools/tax-resources

Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Sign up for my Newsletter. Error processing your request. Please try again at a later time. Check the background of your financial professional on FINRA's BrokerCheck.

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Unified retirement plan - social security benefit strategies - health care strategies - investments

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Holistic retirement planning, including:. Review of benefits, deadlines, costs and insurance. 160; Social Security:. Benefit optimization for individuals and married couples. Turning financial assets into sources of income. Brings your facts together to lay a course of action. While there are many investment philosophies, Scott partners with Symmetry Partners ( www.symmetrypartners. Scott maintains a stock portfolio of dividend-paying stock. Other Items for consideration:. Investing at any age. 160; Reti...

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Learning Center and Tax Blog | Ulen & Bennett Associates, CPA's

http://www.gwucpa.com/blog/subcategory/tax-problems

Tax Preparation and Planning. Invest, Grow, Retire, Ensure. Tax Preparation and Planning. Invest, Grow, Retire, Ensure. December 1, 2016. Most taxpayers do not intentionally incur tax penalties, but many who are penalized are simply not aware of the penalties or the impact they can have on their wallet. As tax season approaches, let's look at some of the more commonly encountered penalties and how they may be avoided. Are You a Non-Filer? Ready to Escalate Problems with the IRS? July 12, 2016. Elder Care...

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Learning Center and Tax Blog | Ulen & Bennett Associates, CPA's

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Tax Preparation and Planning. Invest, Grow, Retire, Ensure. Tax Preparation and Planning. Invest, Grow, Retire, Ensure. Thinking of Becoming a Real Estate Flipper? Here's a Primer on the Tax Rules. December 6, 2016. Category: Looking to Invest. Tags: Buying a Home. Family Home Loan Interest May Not Be Deductible. March 12, 2015. Tags: Buying a Home. Flipping Homes - A Reviving Trend in Real Estate. June 18, 2013. Category: Looking to Invest. Tags: Buying a Home. Prior to the recent economic downturn, fli...

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Tax Benefits for Single Parents | Ulen & Bennett Associates, CPA's

http://www.gwucpa.com/blog/tax-benefits-for-single-parents/42137

Tax Preparation and Planning. Invest, Grow, Retire, Ensure. Tax Preparation and Planning. Invest, Grow, Retire, Ensure. Back to Article List. Tax Benefits for Single Parents. November 29, 2016. Earned Income Tax Credit. If you are a single parent dealing with the complicated tasks of working and raising a family, there are some tax benefits and issues you should be aware of. In most cases alimony payments received from your former spouse must be included in your income and are subject to tax. However...

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Advisory | Ulen & Bennett Associates, CPA's

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Tax Preparation and Planning. Invest, Grow, Retire, Ensure. Tax Preparation and Planning. Invest, Grow, Retire, Ensure. Business clients look to us for advice on:. Choice of retirement plan. Purchase or sale of the business. Entry or exit strategies. Individuals seek input on:. Buying or selling real estate. Changing state of residency. Tax impact of marriage. Effects of disability, special needs and long-term care. PluginHeader: FREE INITIAL CONSULTATION. Please enter your name. Please enter your message.

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Year-end Tax Planning 2016: Charitable Deductions | Ulen & Bennett Associates, CPA's

http://www.gwucpa.com/blog/year-end-tax-planning-2016-charitable-deductions/42160

Tax Preparation and Planning. Invest, Grow, Retire, Ensure. Tax Preparation and Planning. Invest, Grow, Retire, Ensure. Back to Article List. Year-end Tax Planning 2016: Charitable Deductions. December 5, 2016. With tax law changes on the horizon, it may be time for you to consider year-end tax planning. One such opportunity, is to move up any charitable deductions planned for 2017 into the 2016 tax year. Watch the video below or call us to see if this strategy is right for you. Where's My IRS Tax Refund.

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Dodging Tax Penalties | Ulen & Bennett Associates, CPA's

http://www.gwucpa.com/blog/dodging-tax-penalties/42148

Tax Preparation and Planning. Invest, Grow, Retire, Ensure. Tax Preparation and Planning. Invest, Grow, Retire, Ensure. Back to Article List. December 1, 2016. Underpayment of Estimated Tax and Withholding. Missing ID Number Penalty. Underpayment of Estimated Taxes and Withholding. There are more severe penalties not mentioned here that apply to fraudulent actions or claims. In addition to the late filing penalty, it is possible to have some of the other penalties abated for reasonable causes. If...10 In...

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Learning Center and Tax Blog | Ulen & Bennett Associates, CPA's

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Tax Preparation and Planning. Invest, Grow, Retire, Ensure. Tax Preparation and Planning. Invest, Grow, Retire, Ensure. Tax and Accounting Terms. Thinking of Becoming a Real Estate Flipper? Here's a Primer on the Tax Rules. December 6, 2016. Category: Looking to Invest. Tags: Buying a Home. December 1, 2016. Tax Benefits for Single Parents. November 29, 2016. Time to Start Thinking About Year-End Tax Moves. November 17, 2016. With year-end just around the corner, it is time to think about those last-minu...

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Haverhill, MA Tax Preparation and Planning Services | Ulen & Bennett Associates, CPA's

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Tax Preparation and Planning. Invest, Grow, Retire, Ensure. Tax Preparation and Planning. Invest, Grow, Retire, Ensure. Tax Preparation and Planning. Take the stress out of tax time. Ulen and Bennett prepare tax returns and advises clients from a wide range of backgrounds, interests and income levels. We prepare and file Federal returns and returns for all states. Individual clients come from diverse backgrounds and income levels. Individual and joint returns. Businesses of many kinds. December 6, 2016.

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Learning Center and Tax Blog | Ulen & Bennett Associates, CPA's

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Tax Preparation and Planning. Invest, Grow, Retire, Ensure. Tax Preparation and Planning. Invest, Grow, Retire, Ensure. Thinking of Becoming a Real Estate Flipper? Here's a Primer on the Tax Rules. December 6, 2016. Category: Looking to Invest. Tags: Buying a Home. Year-end Tax Planning 2016: Charitable Deductions. December 5, 2016. Category: Videos and Info Graphics. December 1, 2016. Tax Benefits for Single Parents. November 29, 2016. Better to Sell or Trade a Business Vehicle? November 22, 2016. As th...

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Retire to Sussex - Danny House is one of England's great country houses and prestigious retirement properties. Nestling at the foot of the South Downs within the National Park, this retirement home offers the best of all worlds.

Enjoy the relaxing surroundings of the English Countryside. Retirement is a journey to THE BEST second innings you will ever have. There are many of important decisions to make when it comes to retirement. What is important for you? Living in a prestigious yet affordable English country house? Time to focus on your favourite pastimes while the chores of everyday life are taken care of for you? Read on for more information about a place that offers you all of the above and more. Imagine a place where you ...

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Retirement Concepts - Scott Johnson - Danvers - MA

Don't try to beat the markets. Benefit from them. Don't dabble in diversification. Master it. Optimize rewards by better assessing risks. Engineer highly efficient portfolios. Practical Answers to Retirement Questions. 160;Retirement-Concepts pulls the pieces together for you. Scott will customize a plan for you as an investment advisor representative of United Planners, pulling together the key components below:. Your living costs and what may change, based upon your estimates. Retirement-Concepts offer...

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