By R. J. Kelly, AEP, CAP, CEPA, ChFC, CLU, IAR, MSFS, RICP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA In doing an annual review with clients recently, they asked, “R. J., we’re doing some great stuff here. But can IRS come back and audit me? How long is that window open?” That’s a great …
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By R. J. Kelly, AEP, CAP, CEPA, ChFC, CLU, IAR, MSFS, RICP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA A recent tax benefit to certain employers as a result of COVID is called the Employee Retention Credit. It benefits some employers who had employees affected during COVID. For the full details, IRS has an explanation here. This …
Special IRS Audit Rules For The Employee Retention Credit (ERC) Read More »
Chapter 1: The Five Hows Building a map of and toward your retirement gives you critical mileposts so you aren’t throwing darts blindfolded and hoping that one of them hits. Major takeaways from this chapter will include: 1) How to specifically define what retirement looks like to you 2) Where does age 65 come from …
With over 30 years of experience, R. J. Kelly holds numerous advanced professional designations. Below is a list of his most significant designations or degrees, along with a brief description (in plain English) – and what it means for you, his valued clients. 1. Retirement Income Certified Professional (RICP®) designation provides comprehensive instruction on building integrated and …
Last year, we created a video series to address the Top Ten reasons why most Americans will NOT be able to retire. . . I am not suggesting the good folks in Sacramento and Washington D.C. were watching our video series, but there are BIG changes in the law regarding retirement from both our State …
What’s This About A New Mandated Retirement Plan In California? Read More »
Last year, we created a video series to address the Top Ten reasons why most Americans will NOT be able to retire. . . I am not suggesting the good folks in Sacramento and Washington D.C. were watching our video series, but there are BIG changes in the law regarding retirement from both our State …
What’s This About A New Mandated Retirement Plan In California? Read More »