Blog posts by Rodgers & Associates on tax policy, tax law, tax planning, the IRS, and related topics.

Want to Make More Money Investing? Try Maximizing Your After-Tax Return

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Ways investors can save money on taxes.

This Is Why You Got a Form 5498 After Filing Your Taxes

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It doesn’t mean you missed something when you filed your taxes.

Are Investment Management Fees Tax Deductible? It Depends.

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The answer ultimately depends on how the management fees are being paid.

What Is IRS Form 5498?

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…. keep these forms to save on taxes in the future

This Method Can Lower Taxes for Upper Income Taxpayers

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Taxpayers in the highest tax bracket should take a long-term view of tax planning. This method can help lower long-term tax liabilities.

Qualified IRA Charitable Distribution Law: The QCD Remains in Limbo Again This Year

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We must wait to see if it will be extended for 2015

Pay Taxes Once, Instead of Four Times, Using Your IRA's Required Minimum Distribution

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Eliminate quarterly tax estimates and simplify your tax payments in the process.

Federal Tax Credits for Health Insurance Under Legal Scrutiny

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Anyone shopping for healthcare coverage on the federal exchange will need to pay close attention to this ruling.

Supreme Court: Inherited IRA Accounts Are Not Retirement Funds

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It makes sense when you consider why retirement accounts are protected.

Are You Missing Out on a Pay Raise? (Updated)

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Holding an appreciated asset to avoid capital gains tax may be no different.

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?

Since 2002 Mark Eisenberger has been helping people just like you get answers. Simply call him at 717-560-3800 or 1-888-876-3437. He’ll answer your questions and, if you wish, 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