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Category Archives: Retirement
How to Find a Job When You’re Retired
Looking for a job is a job in and of itself. But as we age, it is often assumed that finding a job gets even harder. This may be true if you are trying to complete with a younger demographic … Continue reading
Posted in Government, Retirement
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, Retirement Jobs, Working in Retirement
Retirees with Pension Income Should Do a Paycheck Checkup ASAP
The following article was published by the IRS. Retirees should do a Paycheck Checkup to make sure they are paying enough tax during the year by using the Withholding Calculator, available on IRS.gov. The Tax Cuts and Jobs Act, enacted … Continue reading
How to Retire Earlier
A pretty accurate definition of retirement is doing what you want when you want to do it. In other words, it’s when you are able to start living life on your terms financially. The amount of time to reach this … Continue reading
Posted in Personal Finance, Retirement
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, Retirement, saving for retirement
Retirees Can Visit IRS.gov for Helpful Tools and Resources
The following article was published by the IRS. Retirement can affect someone’s tax situation. Anyone who has retired recently — or who plans to retire soon — can visit IRS.gov for information that can help them prepare for filing their … Continue reading
Posted in IRS, Personal Finance, Personal Taxes, Retirement, Social Security, Tax Tips, Taxes
Tagged Cozby & Company, individual retirement arrangement withdrawal FAQs, Interactive Tax Assistant, IRS.gov, Retirement Savings Contributions credit, retirement tax advice plymouth ma, saver's credit, tax tips for retirees
The Single Dumbest Thing Investors Do
Investing is undertaken by millions of Americans every year. The vehicles most often used to invest in the stock market are mutual funds and retirement plans. But so often investment strategies are riddled with mistakes. One of the most common … Continue reading
Posted in Government, Personal Finance, Planning Strategies, Retirement
Tagged Cozby & Company, Cozby & Company LLC, Cozby CPA, Heather Cozby, Heather Cozby accountant, Heather Cozby CPA, Index Funds, IRS, IRS.gov, Managed Funds, Mutual Funds, 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
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
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
