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Top related persons:
Scott Bishop - 1 Joe Biden - 1 Chris Cybulski - 1 Kassi - 1 Judy Brown - 1
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Houston Austin , Texas manila Anchorage , Alaska Washington Washington and Baltimore
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Presidio Wealth Partners - 2 Finance - 1 Financial - 1 Artica Financial Services - 1 IRS - 1 National Taxpayer - 1 SC - 1 H - 1

Search resuls for: "Presidio Wealth Partners"


2 mentions found


☆ Great savers could face a 'tax time bomb' in retirement, advisor says — here's how to avoid it
  + stars: | 2024-06-25 | by ( Kate Dore | Cfp | ) www.cnbc.com   time to read: +1 min
If you're nearing retirement with a large pre-tax 401(k) plan or individual retirement account balance, you need a plan for managing future levies, financial experts say. Great savers could face a "tax time bomb" in retirement when required withdrawals kick in, said certified financial planner Scott Bishop, partner and managing director of Presidio Wealth Partners in Houston. RMDs are typically tied to pre-tax retirement accounts, which incur regular income taxes for withdrawals. Those RMDs could push some retirees into a higher tax bracket, according to Bishop, who is also a certified public accountant. Those lower rates are scheduled to sunset after 2025 without an extension from Congress.
Persons: Scott Bishop, Joe Biden Organizations: Presidio Wealth Partners, Finance Locations: Houston
☆ The tax-extension deadline is Oct. 16. Here are 3 things to know if you still haven't filed
  + stars: | 2023-10-10 | by ( Kate Dore | Cfp | ) www.cnbc.com   time to read: +2 min
DjelicS | GettyIf you filed a tax extension for more time on your 2022 return, the deadline is fast approaching. The federal tax-extension deadline on Oct. 16 is the last chance to avoid a late filing penalty, according to the IRS. Here are three things to know if you still haven't filed your 2022 return, according to financial experts. The failure-to-file penalty is 5% of unpaid taxes for each month or part of month until filing, capped at 25%, she said. You may be eligible for IRS Free FileRoughly 70% of taxpayers qualify for IRS Free File but only 2% used it during the 2022 filing season, according to the National Taxpayer Advocate.
Persons: Chris Cybulski, Kassi, Judy Brown Organizations: Financial, Artica Financial Services, IRS, National Taxpayer, SC, H, Washington and, CNBC, Scott Bishop, Presidio Wealth Partners Locations: Austin , Texas, manila, Anchorage , Alaska, Washington, Washington and Baltimore, Houston
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