Spousal IRA

7 Tax Breaks for Older Taxpayers

March 24th, 2026|Categories: 401K, Accountant, accountant near me, Burns Firm, Catch-Up Contributions, CPA, CPA Dallas, CPA near me, Dallas CPA, Penalty-Free Retirement Plan Distribution, Qualified Charitable Distribution, Retirement Plan, Retirement Plan Distribution, Senior Deduction, Services, Spousal IRA, Standard Deduction, Tax, tax accountant, tax accountant near me, Tax Advisor, Texas CPA, The Burns Firm|Tags: 7 Tax Breaks for Older Taxpayers, Catch-Up Contributions, CPA, cpa near me, Dallas CPA, Penalty-Free Retirement Plan Distribution, Qualified Charitable Distribution, Senior Deduction, Spousal IRAs, standard deduction, tax, tax advisor, tax breaks, The Burns Firm|

The Internal Revenue Code has long had much to offer taxpayers who are 50 or older, nearing retirement, or already in their golden years. And the One Big Beautiful [...]

Understanding Spousal IRAs: A Smart Retirement Strategy for Couples

July 10th, 2025|Categories: Accountant, accountant near me, Burns Firm, CPA, CPA Dallas, CPA near me, CPA Texas, IRA, Retirement, Retirement Plan, Services, Spousal IRA, Tax, Tax Advisor, Texas CPA, The Burns Firm|Tags: CPA Dallas, cpa near me, IRA, IRA contributions, North Texas CPA, Retirement Planning, Spousal IRA, tax, tax advisor, Texas CPA, The Burns Firm|

Retirement planning is essential for all families, but it can be especially critical for couples where one spouse earns little to no income. In such cases, a spousal IRA [...]