Catch-Up Contributions

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: , , , , , , , , , , , , , |

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 [...]

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: , , , , , , , , , , , , |

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 [...]

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