“Possibilities for Early Retirement Plan Withdrawals”
We as trusted advisors are often approached by our clients to help them determine the feasibility of slowing down or retiring early. The question invariably comes down to money. Do I have enough? How long will it last? Can I maintain my lifestyle? These are all tough questions and the answers depend on a range of variables and assumptions, all of which can have a significant impact on the final decision.
Fraud can be difficult to find, even for a trained auditor who’s searching for it. More than half of the companies in the United States have had some sort of fraud in the last two years. The average amount of the fraud was $150,000. The average scheme lasts 18 months before detected. So, why isn’t it easily detected?
…There seem to be more and more articles that talk about AMT and now my tax preparer has told me that I am in AMT. How did I get in it and how do I get out?”
We take great care in the preparation of our articles and announcements. We also have a process of reviewing articles when major changes take place. The business, legal and tax climate is constantly changing especially when reviewed on an industry basis.
It may be very important to consult with us or your Investment Advisor before implementing ideas contained in articles and announcements. Many ideas have complexities and nuances that cannot be adequately detailed in the articles or announcements. We are not responsible for errors, misinterpretations or omissions related to these articles or announcements. Nor are we responsible for the applicability to your personal, business or tax situation.
Pursuant to Circular 230 promulgated by the Internal Revenue Service, if this email, or any attachment hereto, contains advice concerning any federal tax issue or submission, please be advised that it is not intended or written to be used, and that it cannot be used, for the purpose of avoiding federal tax penalties unless otherwise expressly indicated.
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