Retirement In Sight, June 2021
Submitted by Kaizen Financial Advisors, LLC on June 18th, 2021
COULD A SECOND SECURE ACT TWEAK RETIREMENT RULES?
COULD A SECOND SECURE ACT TWEAK RETIREMENT RULES?
This Month’s Recap
Q1 QUARTER’S RECAP
Less than one month ahead of the traditional date, the I.R.S. has delayed the deadline for filing and paying taxes. The new deadline is May 17, 2021.1,2,3
This Month’s Recap
U.S. Markets
This Month’s Recap
U.S. Markets
In this article, we’ll explore ways to help you prepare for the upcoming tax season. Keep in mind, this is for informational purposes only and is not a replacement for professional advice, so make sure to consult your Kaizen Advisor, tax, legal, and accounting professionals before modifying your strategy.
2020 RECAP
After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers and employees.
Here's a quick recap of five key highlights: