 |
|
·
Rollovers
from Retirement Plans |
| |
·
Tax on
Early Distributions from Retirement Plans |
| |
·
Roth IRA Distributions |
| |
·
Pensions
and Annuities |
|
|
·
Individual Retirement
Arrangements (IRAs) -
If you are contributing to an IRA, receiving income from
an IRA, if you have rolled over your IRA or cashed in an IRA and need to
calculate an early withdrawl penalty, we can handle it. |
| ·
Retirement Savings
Contribution Credit -
Are you eligible for the new credit. Our program
analyzes all your retirement contributions and withdrawls and completes your
claim for this tax credit which can equal up to 50% of your contributions.
|
| ·
401(k), SEP, SIMPLE
Retirement Plans -
If you contribute to your
employer's 401(k), SEP or SIMPLE plan or if you are self employed or an
employer who maintains a SEP or SIMPLE. |
| ·
Social Security and
Railroad Retirement (Tier 1) Benefits -
We will determine if your Social
Security of Railroad Retirement Benefits are taxable. |
