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Michael A. Milazzo, CLU, ChFC

Registered Principal

 

The Meridian Financial Company

556 W Jericho Tpke, Suite 2, Smithtown, NY 11787

 

Phone:  631-979-4223

Fax:      631-656-8199 

 

Email: meridian@ae.cadaretgrant.com

Website: www.merfinco.com

 

* Please note my new office address

March/April 2019

Save Taxes Now or Later

As federal and state tax filing deadlines approach, you may naturally wonder how to minimize your taxes. Traditional and Roth IRAs are two options that may minimize your total tax bill for 2018 and beyond, and you can open one for tax year 2018 up to the tax filing deadline in 2019.

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2018 Tax Changes: Coming and Going

As the filing deadline nears for your 2018 federal tax return, it may be helpful to brush up on changes that can affect how much you pay. Some of the changes cited below are subject to income limits and other qualifications, so check with your tax professional to learn about these and other changes to your 2018 return. Also beware that many individual changes will expire in 2026.

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Spring-Clean Your Finances

Now is not only a good time to spring-clean your house, but to take care of financial matters you may have put off. Consider the following:

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Get Organized

Organizing your financial records can help you find what you need this tax season. Begin by understanding how long you need to keep the following records, courtesy of the IRS:

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Five Credit(able) Steps to a Higher Credit Score

Your credit score is often the driver when looking for the best deal on a credit card or auto loan. Here are some steps to help increase your credit score:

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Keeping Your Retirement on Track

Has life thrown you a curveball and knocked your retirement expectations off track? With the help of a financial professional, you may be able to find alternatives to most financial setbacks and get back on track. Here are some post-retirement challenges and their potential solutions.

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Making a Roth IRA Conversion

If you’re nearing or in retirement and concerned that income tax rates will rise, you may want to convert a portion or all of your taxable retirement plan assets to a tax-free Roth IRA*. Here’s how it works.

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Avoid These Retirement Planning Mistakes

It’s easy to put things off until tomorrow, especially when that tomorrow is years away. This attitude is just one of many ways we can derail or delay saving for retirement. Here are some mistakes to avoid.

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Unmarried with Children

Pew Research Center analysis of 2017 census data found that one in four parents was unmarried, a sharp increase in recent years. More parents also have unmarried partners than in the past, which doesn’t change the fact that most parents — especially single ones — should have life insurance.

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Life Changing? Revisit Life Insurance

From marriage to retirement, life’s events will likely alter your life insurance needs. How much life insurance do you need and why do you need it at various times in your life? Let’s take a look at some of life’s stages and how life insurance may play a role during these times.

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One BIG Last-Minute Tax Break

While some of us may worry about getting our tax payments out on time or refunds back, most of us don’t use this time to figure out ways to minimize taxes and plan for future financial goals. If you are self-employed or own a business, a Simplified Employee Pension IRA (SEP-IRA) can be one way to accomplish these twin goals. You have until your business’ tax filing deadline plus extensions to open and make tax-deferred contributions to SEP-IRAs for tax year 2018.

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Reduce Costs and Increase Profits

Every business owner wants a leaner company with increased profits, but finding areas where you can cut costs can be difficult. These ideas may help.

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Michael A. Milazzo is a Registered Representative of and offers securities through Cadaret, Grant & Co, Inc, a member of FINRA and SIPC. The Meridian Financial Company and Cadaret, Grant are separate entities. I am registered to sell Securities in the following States: NY, PA, NC, FL, CO, ID.
The Meridian Financial Company and LTM Client Marketing, Inc. are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.