Roth 401K – The Burns Firm – Advisors of Complex Financial Matters

Important 2026 Tax Figures for Businesses

January 6th, 2026|Categories: 401K, Accountant, accountant near me, Bonus Depreciation, Burns Firm, Business, Business Deductions, CPA, CPA Dallas, CPA near me, Dallas CPA, Depreciation, Retirement Plan, Roth 401K, Sec. 179, Services, Tax, tax accountant, tax accountant near me, Tax Advisor, Tax Breaks, Tax Law Changes, Tax Rules, Texas CPA, The Burns Firm, Traditional IRA|Tags: 401K, accountant near me, Bonus depreciation, CPA, CPA Dallas, cpa near me, Dallas CPA, FSA, HSA, Important Tax Figures for Businesses in 2026, Qualified Retirement Plans, Section 179, tax, tax accountant near me, tax advisor, Texas CPA, The Burns Firm|

A new year brings many new tax-related figures for businesses. Here’s an overview of key figures for 2026. Be aware that exceptions or additional rules or limits may apply. [...]

Are You Ready for the New Roth Catch-Up Contribution Rules?

December 23rd, 2025|Categories: accountant near me, Burns Firm, CPA, CPA Dallas, CPA near me, Dallas CPA, Retirement, Retirement Plan, Roth 401K, Tax, tax accountant, tax accountant near me, Tax Advisor, Texas CPA, The Burns Firm|Tags: CPA, cpa near me, Dallas CPA, New Roth Catch-Up, Retirement Plan, Roth Catch-Up, Roth Requirements, tax, tax advisor, Texas CPA, The Burns Firm|

Catch-up contributions have long been a way for taxpayers to put more dollars into their retirement accounts as they get older. But the Setting Every Community Up for Retirement [...]

401 (k) Plan Catch-Up Contributions

April 8th, 2025|Categories: 401K, Burns Firm, CPA, CPA Dallas, CPA near me, CPA Texas, Dallas CPA, Retirement, Retirement Plan, Roth 401K, Tax, tax accountant, tax accountant near me, Tax Advisor, Texas CPA, The Burns Firm|Tags: 401K, 401k contribution rules, Catch-Up Contributions, Contributions to 401(k), CPA Dallas, cpa near me, Dallas CPA, Retirement Plan, tax, tax accountant, tax advisor, Texas CPA, The Burns Firm|

How big is your retirement nest egg? Too often, people sacrifice retirement savings to afford a bigger home, cover emergency expenses or pay for their children's education. But time [...]

How to Trim Your 2024 Taxes by Contributing to a Retirement Plan in 2025

March 4th, 2025|Categories: Burns Firm, CPA, CPA Dallas, CPA near me, CPA Texas, Dallas CPA, IRA, Retirement, Retirement Plan, Roth 401K, Tax, tax accountant, tax accountant near me, Tax Advisor, Texas CPA, The Burns Firm, Traditional IRA|Tags: Contribute to a Retirement Plan, CPA, cpa near me, Dallas CPA, IRA contributions, North Dallas CPA, Profit-Sharing Plans, ROTH IRA, SEP-IRA, tax, tax advisor, Tax Reduction, The Burns Firm, traditional IRA|

Many types of retirement plans allow contributions to be made after year end. And last-minute retirement contributions can be a powerful strategy: You can lower your 2024 taxes while [...]

Maximize Your 401(k) in 2025: Smart Strategies for a Secure Retirement

January 23rd, 2025|Categories: 401K, Accountant, CPA, CPA Dallas, CPA near me, Retirement, Retirement Plan, Roth 401K, Tax, Tax Advisor, Texas CPA, The Burns Firm, Traditional IRA|Tags: 401K, cpa near me, Maximize Your 401K, Roth 401K, tax, tax advisor, The Burns Firm, traditional 401(k)|

Saving for retirement is a crucial financial goal and a 401(k) plan is one of the most effective tools for achieving it. If your employer offers a 401(k) or [...]