financial planning Tag

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

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

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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

New IRS Guidance on Health FSAs and Dependent Care Assistance Programs

(authored by RSM US LLP) Employers can add flexibility to their health flexible spending accounts and dependent care assistance programs per Notice 2021-15....

22 February, 2021

IRS Releases 2021 Retirement Plan Limitations

(authored by RSM US LLP) Many limitations, including the 401(k) elective deferral limit for employee contributions, remain unchanged from 2020 levels....

28 October, 2020

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