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Category Archives: Retirement
What is a 529 Plan?
A 529 plan is a specialized investment account that was created to help families save for future college expenses. This can be for a traditional 4-year college or university, or even a community college. The tax benefits of these accounts … Continue reading
Posted in Education, Government, Personal Finance, Planning Strategies, Retirement, Tax Relief, Tax Tips, YouTube
Tagged 529 College Fund, 529 Plan, College Savings, Cozby & Company, Cozby & Company LLC, Cozby CPA, Heather Cozby, Heather Cozby accountant, Heather Cozby CPA, IRS, IRS.gov, personal finance tips, Plymouth CPA Heather Cozby, Plymouth MA accountant, Plymouth MA accountants, Plymouth MA bookkeeper, Plymouth MA CPA, Plymouth MA tax preparation, Plymouth MA tax preparer, Plymouth MA taxes, Roth IRA
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Roth or Regular Retirement Plan?
When most people think of retirement, they imagine copious amounts of free time and socializing with friends while playing golf or shuffleboard. But in reality there is so much more to think about before these dreams can come to fruition. … Continue reading
Posted in IRS, Personal Finance, Planning Strategies, Retirement, YouTube
Tagged Cozby & Company, Cozby & Company LLC, Cozby CPA, Heather Cozby, Heather Cozby accountant, Heather Cozby CPA, IRS, IRS.gov, personal finance tips, Plymouth CPA Heather Cozby, Plymouth MA accountant, Plymouth MA accountants, Plymouth MA bookkeeper, Plymouth MA CPA, Plymouth MA tax preparation, Plymouth MA tax preparer, Plymouth MA taxes, Regular IRA, Roth, Roth 401k, Roth IRA, Traditional, traditional IRA
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What You Should Know Before Taking a 401(k) Loan
Did you know that you can take a loan from your 401(k) retirement account? If so, do you know all the implications of taking such a loan? Either way, it’s important to briefly examine some things you should be aware … Continue reading
Posted in Personal Finance, Planning Strategies, Retirement
Tagged 401(k), 401k Loan, Borrowing from 401k, Cozby & Company, Cozby & Company LLC, Cozby CPA, Heather Cozby, Heather Cozby accountant, Heather Cozby CPA, Loan on your 401k, personal finance tips, Plymouth CPA Heather Cozby, Plymouth MA accountant, Plymouth MA accountants, Plymouth MA bookkeeper, Plymouth MA CPA, Plymouth MA tax preparation, Plymouth MA tax preparer, Plymouth MA taxes, retirement planning
Your Retirement Income: Why Diversification Matters
When investing for retirement, there are many things to think about in order to get it right. But there are five specific risks that must be addressed in order to preserve both your money and your standard of living as … Continue reading
Posted in IRA, Personal Finance, Planning Strategies, Retirement
Tagged Cozby & Company, Cozby & Company LLC, Cozby CPA, Diversification, Heather Cozby, Heather Cozby accountant, Heather Cozby CPA, personal finance tips, Plymouth CPA Heather Cozby, Plymouth MA accountant, Plymouth MA accountants, Plymouth MA bookkeeper, Plymouth MA CPA, Plymouth MA tax preparer, retirement income
Money Moves to Make in Your 60s
Now that you’ve reached your 60s, it’s time to reap the rewards of your effort over the last several decades. You are either at or approaching retirement, and your approach to investing will often change from what it has been … Continue reading
Posted in Personal Finance, Planning Strategies, Retirement, YouTube
Tagged Cozby & Company, Cozby CPA, Heather Cozby, Heather Cozby accountant, Heather Cozby CPA, personal finance tips, planning for retirement, Planning for Your 60s, Plymouth MA accountants, Plymouth MA bookkeeper, Plymouth MA CPA, Plymouth MA tax preparation, Plymouth MA tax preparer, Plymouth MA taxes, Retirement, Retirement Years
Money Moves to Make in Your 50s
When you are in the first few decades of adulthood, time is always on your side financially, so you have time to recover from mistakes and poor planning. But as the years go by, it is easy to wonder if … Continue reading
Posted in Personal Finance, Planning Strategies, Retirement, YouTube
Tagged Catch Up Contributions, Cozby & Company, Cozby & Company LLC, Cozby CPA, Heather Cozby, Heather Cozby accountant, Heather Cozby CPA, personal finance tips, Plymouth CPA Heather Cozby, Plymouth MA accountant, Plymouth MA accountants, Plymouth MA bookkeeper, Plymouth MA CPA, Plymouth MA tax preparation, Plymouth MA tax preparer, Plymouth MA taxes, retirement planning, saving for retirement
Money Moves to Make in Your 40s
With two decades of adulthood behind you, the 40s should be a time when your financial plans are in full swing. But that is not always the case. Either way, it is not uncommon to be fearful of your financial future … Continue reading
Posted in IRA, Personal Finance, Planning Strategies, Retirement, YouTube
Tagged 401(k), Aggressive Investing, Cozby & Company, Cozby & Company LLC, Cozby CPA, Heather Cozby, Heather Cozby accountant, Heather Cozby CPA, personal finance tips, Plymouth CPA Heather Cozby, Plymouth MA accountant, Plymouth MA accountants, Plymouth MA bookkeeper, Plymouth MA CPA, Plymouth MA tax preparation, Plymouth MA tax preparer, Plymouth MA taxes, Workplace Sacings
