The CARES Act unlocks critical relief for individual taxpayers who are in need of an economic lifeline amid the COVID-19 pandemic. Recovery Rebate for Individual Taxpayers The CARES Act includes a provision offering a one-time “2020 recovery rebate” of … Continue reading
Category Archives: Retirement Planning
4 April 2020
The CARES Act: An Overview for Individuals
27 March 2020
Resources to Help Navigate the Impacts of COVID-19
Erock Tax has compiled a list of resources for you and your business that we hope you will find helpful as we all navigate through the impacts and changes transpiring from the COVID-19 outbreak. We’ve included information on the federal … Continue reading
12 March 2020
Stay the Course of Your Financial Plan
For many of us, the feeling of uncertainty can be an uncomfortable one. Watching the market continue to dip day after day without knowing when or how a rebound will come can make some investors want to push the emergency … Continue reading
10 February 2020
The SECURE Act: Key Takeaways and Strategies to Consider
Over the past few years, we have seen some of the greatest shifts in tax legislation. And just as we are finally digesting the unprecedented tax reform changes of 2018, we now turn our attention to one of the most … Continue reading
10 January 2020
IRS Establishes No Clawback Rule on Gifts and Estates
In a recent announcement, the IRS presented the highly-anticipated final regulations on gift and estate tax exclusion amounts made between 2018-2025, confirming there will be no clawback after the exemption amount sunsets. The IRS and the Treasury Department have established … Continue reading
The House of Representatives has passed a bill with nearly 100% of the votes which may change the way we plan for retirement. There are three key changes which will come into play if the current version of the bill … Continue reading
11 February 2018
5 Ways to Help Pre-Retirees Balance Goals
When it comes to retirement, my advice is to plan years in advance for this very day, and concern yourself with issues beyond how much money you have. It is important is to realize that most people don’t fully retire … Continue reading
20 November 2017
Stu talks about the Income Tax implications of drawing from an IRA
Do you have questions about withdrawing from your IRA? We like to describe the potential growth in an IRA as a bell curve, hopefully growing up over the years, and then slowly being drained over the rest of your life … Continue reading
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