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Latest News

Nondeductible IRA contributions require careful tracking

If, like many people, your traditional IRA holds a mixture of deductible (after-tax) and nondeductible (pretax) contributions, it’s important to track your contributions carefully to avoid double taxation of distributions. Why? Because the IRS treats distributions as a blend of … Continued
2020 Q1 tax calendar: Key deadlines for businesses and other employers

Here are some of the key tax-related deadlines affecting businesses and other employers during the first quarter of 2020. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you. Contact us to … Continued

"I have been a client of RJL’s for almost 20 years. It is an honor and a privilege to work with the amazing team that RJL has assembled."

Steve Schreiner
President
Grindstone Foundation