10 Things to Know About Credit Scores
Once you get above a certain age, you start hearing about a magical thing called a credit score. You hear that everybody has one and that you need to do...
02 April, 2023
financial planning Tag
Is 2024 the Year to Consider a Roth Conversion?
Authored by: W. Dale Westenskow, CPA, Haynie & Company Partner Is It Time For A Roth Conversion? It looks like the wealthy are on track for a tax increase under President Joe...
31 March, 2023
Tax Planning: Roth Options
View Retirement Tax Planning Guide Roth Options A potential downside of tax-deferred saving is that you’ll have to pay taxes when you make withdrawals at retirement. Roth plans, however, allow tax-free distributions;...
21 November, 2022
Tax Planning: Small Business Stock
View Investment Tax Planning Guide Small Business Stock By purchasing stock in certain small businesses, you can diversify your portfolio. You also may enjoy preferential tax treatment: Conversion of capital loss to ordinary...
21 November, 2022
Haynie & Company Welcomes Wealth Management
Haynie & Company welcomes Haynie Wealth Management. Haynie Wealth Management is a full-service Registered Investment Advisor providing individuals and families with financial planning solutions. Our mission is to empower families...
01 August, 2022
Trusts 101
Authored by Haynie & Company Partner Bernard Abercrombie, CPA DO YOU NEED A TRUST? Every year we receive questions from clients about whether they should set up one or more trusts. The...
28 July, 2021
Aug 31 Deadline to Roll Over RMDs
Notice 2020-51, issued on June 23, 2020, provides additional flexibility for individuals to decide how to deal with any required minimum distributions (RMDs) they took from 401(k)s or other employer-sponsored...
06 August, 2020
New Twist Added to the IRA-to-Charity Provision
Ever since 2006, individuals age 70½ or older have been able to transfer up to $100,000 annually from their IRAs to qualified charities. These transfers are referred to as qualified...
29 July, 2020