IRS


What is the IRS Form 1040-SR?

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House Republicans boasted their 2017 tax reform would simplify taxes to the point that taxpayers   

The Rules for Medical Deductions Are Changing for Those Age 65 and Older

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The rules for medical deductions are changing for seniors ages 65 and up.

How To Avoid Paying Taxes Twice on the Same Income

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What’s worse than paying income taxes? Paying taxes on the same income twice. Before putting   

Failure to Take the RMD from Your IRA Can be Costly

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A recent audit report found that in fiscal year 2014, IRS revenue officers collected $222   

What the Once-Per-Year IRA Rollover Limit Means for You

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The IRS now views 60-day rollover IRA and Roth accounts differently than in the past. Here’s what you need to know.

Reducing Future Taxes – What is Form 8606?

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And what should you do if you have forgotten to file Form 8606?

Important New Rules for IRA Rollovers

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Many advisers were taken by surprise with the U.S. Tax Court’s recent ruling on IRA   

IRS Provides Guidance for Same Sex Couples

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Revenue Rule 2013-17 provides some guidance.

Federal Tax Changes for Same Sex Marriage

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The IRS has responded with a general rule recognizing same-sex marriages nationwide.

New Rules for Offshore Accounts

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This may be a good time to bring those assets back to the US.

You’ve worked hard to save for retirement. How can you turn your wealth into an income that’s designed to last your lifetime?

Now that retirement is a reality, or will be soon, you probably have questions. Here on our website, you can find generalized advice, but don’t you deserve advice tailored just to you?

Clint Krushinsky is here to help you get answers. Simply call him at 717-560-3800 or 1-888-876-3437. He’ll answer your questions and help you get to know us. If we are a potential fit for each other, Clint can arrange for up to two hours of initial consultation with no cost or obligation and no sales pitch.

2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437