Mary Eileen Vitale CPA CFP AEP Archives - HW&Co. CPAs and Advisors

Planning Ahead for 2024: Should Your 401(k) Help Employees With Emergencies?

By: Mary Eileen Vitale CPA CFP AEP

The SECURE 2.0 law, which was enacted last year, contains wide-ranging changes to retirement plans. One provision in the law is that eligible employers will soon be able to provide […]

Retirement Saving Options for Your Small Business: Keep it Simple

By: Mary Eileen Vitale CPA CFP AEP

If you’re thinking about setting up a retirement plan for yourself and your employees, but you’re worried about the financial commitment and administrative burdens involved, there are a couple of […]

Do You Know How SECURE 2.0 Will Affect Your Manufacturing Company?

By: Mary Eileen Vitale CPA CFP AEP

The SECURE 2.0 Act, enacted at the end of 2022, expands on the retirement plan improvements made by the Setting Every Community Up for Retirement Enhancement Act of 2019 (the […]

How the New SECURE 2.0 Law May Affect Your Business

By: Mary Eileen Vitale CPA CFP AEP

If your small business has a retirement plan, and even if it doesn’t, you may see changes and benefits from a new law. The Setting Every Community Up for Retirement […]

2023 Limits for Businesses That Have an HSA — Or Want to Establish One

By: Mary Eileen Vitale CPA CFP AEP

No one needs to remind business owners that the cost of employee health care benefits keeps going up. One way to provide some of these benefits is through an employer-sponsored […]

Inflation Means You and Your Employees Can Save More for Retirement in 2023

By: Mary Eileen Vitale CPA CFP AEP

How much can you and your employees contribute to your 401(k)s next year — or other retirement plans? In Notice 2022-55, the IRS recently announced cost-of-living adjustments that apply to […]

Self-Employment Nest Eggs: Consider a Solo 401(k) Plan

By: Mary Eileen Vitale CPA CFP AEP

Do you own a successful small business with no employees and want to set up a retirement plan? Or do you want to upgrade from a SIMPLE IRA or Simplified […]

Establish a Tax-Favored Retirement Plan

By: Mary Eileen Vitale CPA CFP AEP

If your business doesn’t already have a retirement plan, now might be a good time to take the plunge. Current retirement plan rules allow for significant tax-deductible contributions. For example, […]

Would You Like to Establish a Health Savings Account for Your Small Business?

By: Mary Eileen Vitale CPA CFP AEP

With the increasing cost of employee health care benefits, your business may be interested in providing some of these benefits through an employer-sponsored Health Savings Account (HSA). For eligible individuals, […]

Simple retirement plan & savings options for your small business

By: Mary Eileen Vitale CPA CFP AEP

Are you thinking about setting up a retirement plan for yourself and your employees, but you’re worried about the financial commitment and administrative burdens involved in providing a traditional pension […]

New Business? It’s a Good Time to Start a Retirement Plan

By: Mary Eileen Vitale CPA CFP AEP

If you recently launched a business, you may want to set up a tax-favored retirement plan for yourself and your employees. There are several types of qualified plans that are […]

There’s still time for small business owners to set up a SEP retirement plan for last year

By: Mary Eileen Vitale CPA CFP AEP

If you own a business and don’t have a tax-advantaged retirement plan, it’s not too late to establish one and reduce your 2018 tax bill. A Simplified Employee Pension (SEP) […]

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