Naperville Accounting, CPA and Tax Preparation

Welcome to the blog of Susan S. Lewis, Ltd. a Naperville Accounting Firm providing CPA, tax preparation, bookkeeping, audits, Quickbooks, strategic business planning and payroll processing assistance.

Showing posts with label Naperville IRA rollover. Show all posts
Showing posts with label Naperville IRA rollover. Show all posts
Tuesday, February 12, 2013

Your Money Questions Answered

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Commonsense solutions to your financial concerns By Lea Ann Knight, CFP Few Americans are without money woes—whether it’s planning for...
Thursday, March 22, 2012

What Is the Most Tax-Efficient Way to Take a Distribution from a Retirement Plan?

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If you receive a distribution from a qualified retirement plan , such as a 401(k), you need to consider whether to pay taxes now or to roll ...
Wednesday, April 20, 2011

Roth IRA Conversion Mistakes Can Be Costly

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Roth IRAs have experienced a spike in popularity over the past decade. Between 2000 and 2009, the number of households owning Roth IRAs inc...
Friday, October 15, 2010

Types of Naperville Investment Services

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Anyone who has a little experience in investing would understand the importance and convenience of getting an investment firm to help you ou...
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