Retirement Account Investments

Questions have arisen as to whether taxpayers are allowed to hold Master Limited Partnerships (MLPs) in their retirement accounts.  The answer is yes, IRA’s, 401(k)s, and other qualified retirement accounts are allowed to invest in MLPs the same as any other traded security.  However, there are some special considerations to be weighed… 

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Fall 2014 – Newsletter

Reimbursed Health Premiums

Employer Health Care Arrangements

There have been many changes to the healthcare laws that are important to both employees and employers to know and understand.  One change that started in 2014 deals with employers reimbursing employees for their health insurance premiums.

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Summer 2014 – Newsletter

Things to Know

about IRS Notices and Letters

Each year, the IRS sends millions of notices and letters to taxpayers for a variety of reasons. Here are things to know in case one shows up in your mailbox.

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