by Jonathan Bill | Jun 15, 2022 | General Info, Personal, Retirement
A new information policy will soon impact your 401(k) statements, thanks to the Secure Act, which was passed in 2019. The legislation requires special disclosures be added to your quarterly statements issued after June 30. In addition to the basic information about...
by Jonathan Bill | Dec 30, 2021 | Biz Taxes, GA Taxes, Tax Season
We will be developing a new Tax Checklist to help you pull together your tax preparation materials for 2021. We hope to have that ready in our next newsletter. Until then, please take note of these important tax-related dates for the new year: Tuesday, January 18: Pay...
