DeFreitas & Minsky Accounting Blog

Retirement Savings IRA

Posted by admin on Feb 11, 2014 5:18:16 AM


Employee sponsored retirement plans, such as 401(k)s, are popular methods of saving for retirement for many working Americans. 401(k) contributions are made with pre-tax dollars, which means that tax payment on that money is deferred until the funds are removed from the account.

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Topics: Financial Planning, retirement

SEP Plans for the Self-Employed

Posted by admin on Feb 4, 2014 7:11:20 AM

SEP Plan

Individuals who are self-employed or own small businesses are subject to different rules and regulations when it comes to filing taxes. There are a number of options available to the self-employed and small business owners that aren’t available to others, and it’s important to be aware of all your options so that you can save the most money possible.

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Topics: Business Accounting, Financial Planning, retirement

Invest in 401k and Rebalance Your Portfolio

Posted by admin on Jan 28, 2014 3:47:42 AM


In light of stock market crashes of the past, there are several things we can do to protect ourselves financially in the future. We’ve discussed harvesting capital losses and avoiding wash sales, but those aren’t the only ways to keep your head above water the next time the stock market takes a plunge. By rebalancing your portfolio regularly, and investing in employer plans are two ways to keep your investments out of the red.

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Topics: Financial Planning, retirement

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