Home PageAbout UsSearchContact UsServicesSite MapTax FAQsEst. Planning FAQsTax CourtLLC'sLLC's in For. JurisTax NewsReal Estate Tax FAQsTax PlanningGifts Reduce TaxLLC Op. AgreementBusiness PurchasesEmployer Tax IssuesMedical ExpensesBusiness PlanningFinance for BusinessW-2 ErrorsSocial SecuritySolo 401(k) PlanReal Est/LeasesTax CollectionsHome Sale ExclusionCash ProtectionTax AuditsIRA WithdrawalsIRA InvestmentsTrips- Tax TreatmentLong Distance CreditIRA PlanningBusiness Law FAQsEstate Planning/GiftEspanolBusiness AgreementsScams/Nigerian ScamsIRA RolloversLatin Legal TermsLawsuits & ADRWorld BusinessMarketingBusiness AircraftNewsletter Sign-upIRS Attacks PlansLiability DisclaimerYear End Tax PlanElecting S CorpEmployment IssuesProtect RetirementMartketing CustomersMarketing & SalesQuotesNegotiation Help Header1.jpg

Retirement Plans can be a good method of tax-advantaged savings!


Solo 401(k) Plan.  If your business is essentially a one-person operation, there's a relatively new option to help you save more money for retirement: The Solo 401(k) plan.

IRA Withdrawals In general, it isn't wise to tap your tax-deferred nest egg before you retire because of the penalty you have to pay. There are some interesting exceptions to the general rule for you to consider.

IRA Rollovers - IRA Rollovers are limited to 60 days. What happens if you miss the deadline.

Alternative IRA Investments One nice thing about IRAs — including SEP IRAs, SIMPLE IRAs, and Roth IRAs — is that you have some freedom to manage the investments in them as you see fit. So you’re not necessarily restricted to investing only in traditional retirement account assets such as publicly traded stocks, bonds, mutual funds, Treasuries, and money market instruments.

Converting to a Roth IRA  Converting a traditional IRA into a Roth IRA can be a wise idea, depending on your circumstances. It's true that a conversion will trigger a current federal income tax bill, which is generally based on the balance of your traditional IRA reduced by any nondeductible contributions. However, the benefits will likely make the transaction worth it.

Protect Your Retirement

Virtualex.com Ronald J. Cappuccio, J.D., LL.M.(Tax) 1800 Chapel Avenue West Suite 128 Cherry Hill, NJ 08002 Phone:(856) 665-2121      Fax: (856) 665-9005 Email: ron@taxesq.com

Home Page | About Us | Search | Contact Us | Services | Site Map | Tax FAQs | Est. Planning FAQs | Tax Court | LLC's | LLC's in Foreign Countries | Tax News | Real Estate Tax FAQs | Tax Planning | Gifts Reduce Tax | LLCs Need Operating Agreements | Business Purchases | Employer Tax Issue | Medical Expense Deductions | Business Planning | Finance for Business | W-2 Errors | Social Security | Solo 401(k) Plan | Real Estate and Leases | Tax Collections | Home Sale Exclusion | Cash Protection Security | Tax Audits | IRA Withdrawals | IRA Investments | Tax Treatment of Trips | Long Distance Tax Credit | IRA Planning | Business Law FAQs | Estate Planning/Gifts | Espanol | Business Agreements | Scams & Nigerian Scams | IRA Rollovers | Latin Legal Terms | Lawsuits & ADR | World Business | Marketing | Business Aircraft | Newsletter Sign-up | IRS Attacks Retirement Plans | Disclaimer of Liability | YEAR END TAX PLANNING | Converting to S Corporation Election | Employment Issues | Protect Your Retirement | Marketing.Customers | Marketing & Sales Ideas | Quotes | Negotiation Help