Stop the Show!

How flexible is your retirement income strategy?  When I think about retirement income I always remember Jerry’s Nana on Seinfeld who lived on a “very fixed income.”  She sent Jerry a check for $10 every year on his birthday which…

IRS Letters Due to the 2020 Recovery Rebate Credit

Recently the Internal Revenue Service has been sending out a lot of CP11 notices regarding the 2020 Recovery Rebate Credit being reported incorrectly on 2020 tax returns.  If you find yourself receiving one of these letters from the IRS stating…

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