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When Should I Start Taking Social Security Benefits?
When should you start taking Social Security benefits? John Mason, CFP®, and Tommy Blackburn, CFP®, CPA, PFS, break down why this isn’t a simple age-62-or-70 decision. The short answer: for…
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Reporting TSP, 401(k), and IRA Rollovers for 2021
Tax forms can be confusing and understanding the many tax documents you will be receiving between now and the next…
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Welcome Ben Raikes, CFP®, EA
Welcome, Ben Raikes, CFP®, EA Mason & Associates has a new Advisor! We are excited to announce the latest addition…
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Roth 5-Year Rule(s)
As with most parts of our tax code there are several nuances and caveats to be aware of, and one…
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FSAFEDS Special Enrollment Period (SEP)!
Opportunity for those with Dependent Care Expenses, and potentially others. In response to the American Rescue Plan Act (ARPA), as…
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2021 Tax Season Extension
In what continues to be an unusual environment related to the pandemic, the IRS has extended the tax filing and…
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American Rescue Plan Act of 2021
On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 into law. Congress had passed the…
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Another Round of Possible Stimulus: Should you rush to file your 2020 taxes or
Another round of stimulus is making its way through Congress. Although the bill hasn’t officially passed, it appears that the…
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2021 Tax Season
The 2021 Tax season is quickly approaching, and AXOS 1099-Rs are in the mail and available online. As time time…
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2020 Taxes: Read This Before You File
1099’s, W-2’s, and other tax documents continue to arrive. Our goal is to minimize the stress associated with tax season.…
