Tag Archives: IRS

Dodge the 9 Top Elder Frauds

Posted on August 10, 2019 by Charles Roberts, CFP®

You’ve saved money all your life. Or, maybe you sold your business after investing years of hard work. You’ve chosen the smart path and have a comfortable nest egg as you set sail into retirement. But always be on guard! … Continue reading →

Posted in Financial Planner | Tagged American Bankers Association, Computer tech support scam, Consumer Financial Protection Bureau, FBI, Government grant scams, Identity theft, IRS, Jamaican lottery scam, Protecting Older Americans Against Fraud, Romance scams, Scams, U.S. Senate’s Committee on Aging | Leave a comment

Tax Traps to Avoid in Retirement

Posted on July 23, 2018 by Charles Roberts, CFP®

Since we celebrated our nation’s birthday earlier this month, it’s only fitting to quote one of our founders: “Our new Constitution is now established, and has an appearance that promises permanency; but in this world, nothing can be said to … Continue reading →

Posted in Financial Planner, Financial Planning | Tagged 401 (k), 403(b), Financial Advisor, IRA, IRS, Required Minimum Distribution, Retirement, Retirement Planning, RMD, RMDs, Roth IRA, SEP IRA, Social Security, Tax Planning, Taxes | Leave a comment

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Tag Archives: IRS

Dodge the 9 Top Elder Frauds

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