Category Archives: Retirement
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
Understanding Retirement Plan Rollovers
Did you know that you are able to move or transfer funds from one retirement plan to another, penalty-free? It’s actually quite simple. There are two basic methods to make this happen, and you may choose either one: You can have … Continue reading
Posted in E-file, Government, IRS, IRS Video, Personal Finance, Retirement, Tax Refunds, Tax Relief, Tax Tips
Tagged Cozby & Company, Cozby & Company LLC, Cozby CPA, Heather Cozby, Heather Cozby accountant, Heather Cozby CPA, IRA Rollover, IRA's, 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, Retirement Account, Retirement Plan Rollover, Roth IRA
New Procedure Helps People Making IRA and Retirement Plan Rollovers
The following article was published by the IRS. The Internal Revenue Service recently provided a self-certification procedure designed to help recipients of retirement plan distributions who inadvertently miss the 60-day time limit for properly rolling these amounts into another retirement plan … Continue reading
Posted in IRA, Personal Finance, Planning Strategies, Retirement, Tax Tips
Tagged 401(k), Cozby & Company, IRS, Plymouth MA CPA
How to Retire Early: The Shockingly Simple Math
The premise behind retiring early is investing your money to the point where your investments are making enough each year for you to live on. Then you are ready to retire. These investments could be stocks, bonds, real estate, or … Continue reading
Make Money Last: Rightsizing for Retirement
One of the most important questions to ask before you retire is what your future income will be. Take into consideration any Social Security, pensions, annuities, or savings withdrawals. This realistic number is what you need to start with to determine … Continue reading
Posted in Personal Finance, Planning Strategies, Retirement, Social Security, YouTube
Tagged Cozby & Company, downsizing in retirement, how to determine when to retire, how to make money last in retirement, overspending in retirement, Plymouth accountant Heather Cozby, Plymouth tax preparers, rightsizing your life in retirement
