Strategic Wealth Planning Archives - Strategic Wealth Planning

Retirement Account Contribution Deadlines

Retirement savings opportunities abound with a list that includes the traditional IRA, Roth IRA, SIMPLE IRA, SEP IRA, 401(k), Roth 401(k), 403(b) and governmental 457(b). The deadlines for making contributions vary, as do [...]

Corporate Transparency Act: New Federal Reporting Requirements for Corporations, LLCs and Limited Partnerships

Jenifer Blum2024-04-29T15:14:59-05:00November 28th, 2023|Categories: A Wealth Plan Blog|Tags: FinCEN, Limited Partnerships, Strategic Wealth Planning, United States Treasury|

Beginning on January 1, 2024, many companies in the United States will have to report information about their beneficial owners, the individuals who ultimately own or control a company (“reporting companies”). This information [...]