Articles and Videos
Yes, Tax Knowledge Is Power
Taxation, often viewed as complex, can become an asset with the right insights. Being aware of techniques that can legally minimize your tax liabilities can significantly enhance your financial growth.
Traditional vs. Roth 401(k): Which Is Right for Your Retirement?
Navigating the world of retirement planning can be a maze, especially when it comes to picking between Traditional and Roth 401(k) options. Here at Accardi Financial Group, we break it down for you.
How Much Will You Actually Spend in Retirement?
One of the most prevalent concerns among soon-to-be retirees is: “Will my savings suffice in retirement?” This is a focal question for us as financial planners at Accardi Financial Group.
4 Things Everyone Age 50 or Older Should Do Right Now
When you’re young, you generally have time on your side. That’s one of the many great things about youth. Most minor mistakes you make, and even a few major ones, can be solved (or at least diminished) by the passage of time.
Is It Possible to Re-Think Your 401k Allocation?
Have you thought much about your 401k lately? If not, that may be a good thing, especially given all the market volatility we’ve seen for the past four or five quarters. And as it turns out, one of the great features of the 401k is its design – you can set it up, forget about it, and let the markets do what they always do.
Is It Possible to Save Too Much for Retirement?
It probably goes without saying that building a nest egg for your retirement is a good thing. In fact, you may have noticed that we at Accardi Financial Group are in the business of helping people to do exactly that. Having more money in retirement usually gives you more options, less stress, and maybe a better standard of living.
Useful Links
Financial Calculators
Stock Information
Do you have a link that you think would be helpful to other clients? Let us know.
Tax Resources
Tax Calendar
Important dates for individuals
Tax Forms
A full set of downloadable forms from the IRS
Tax Publications
A full set of downloadable publications from the IRS
Tax Rates
Tables to enable you to find your federal marginal income tax rate
This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.