reavisfinancialgroup

08/29/2022

New blog post up on Payroll Deducted IRA plans.
https://www.ncscretirement.com/blog.php?id=10

This information is provided for general and educational purposes only; it is not intended to provide a recommendation for any specific investment product, strategy, plan feature or other purposes including legal, tax or investment advice. Any examples used in this material are generic, hypothetical and for illustration purposes only. The information herein is not intended to be used, and cannot be used by any taxpayer, for the purposes of avoiding tax penalties. Taxpayers should seek advice based on their own circumstances from a tax advisor. Please schedule a meeting for a personalized evaluation based upon your needs and objectives

Take a look at our Blog page. Reavis Financial Group is financial services company located in Matthews, NC.

06/15/2022

Check out our most recent blog on the Secure Act 2.0.

https://www.ncscretirement.com/blog.php?id=9

This information is provided for general and educational purposes only; it is not intended to provide a recommendation for any specific investment product, strategy, plan feature or other purposes including legal, tax or investment advice. Any examples used in this material are generic, hypothetical and for illustration purposes only. The information herein is not intended to be used, and cannot be used by any taxpayer, for the purposes of avoiding tax penalties. Taxpayers should seek advice based on their own circumstances from a tax advisor. Please schedule a meeting for a personalized evaluation based upon your needs and objectives.

Take a look at our Blog page. Reavis Financial Group is financial services company located in Matthews, NC.

12/27/2021

New blog is up on evaluating North Carolina pension payouts

http://www.ncscretirement.com/blog.php?id=8

This information is provided for general and educational purposes only; it is not intended to provide a recommendation for any specific investment product, strategy, plan feature or other purposes including legal, tax or investment advice. Any examples used in this material are generic, hypothetical and for illustration purposes only. The information herein is not intended to be used, and cannot be used by any taxpayer, for the purposes of avoiding tax penalties. Taxpayers should seek advice based on their own circumstances from a tax advisor. Please schedule a meeting for a personalized evaluation based upon your needs and objectives.

Take a look at our Blog page. Reavis Financial Group is financial services company located in Matthews, NC.

11/11/2021

Only 67 percent of private sector employee's have access to any sort of employer sponsored retirement plan. If your business could benefit from a plan, reach out today!

08/02/2021

Please see our new blog post on changes to North Carolina educator pay. Specifically the switch from 12 months paychecks to 10 months statewide.

http://www.ncscretirement.com/blog.php?id=6

This information is provided for general and educational purposes only; it is not intended to provide a recommendation for any specific investment product, strategy, plan feature or other purposes including legal, tax or investment advice. Any examples used in this material are generic, hypothetical and for illustration purposes only. The information herein is not intended to be used, and cannot be used by any taxpayer, for the purposes of avoiding tax penalties. Taxpayers should seek advice based on their own circumstances from a tax advisor. Please schedule a meeting for a personalized evaluation based upon your needs and objectives.

07/29/2021

Please check out and share my new blog on The Automatic Retirement Plan Act and mandated retirement accounts for businesses.

http://www.ncscretirement.com/blog.php?id=5

This information is provided for general and educational purposes only; it is not intended to provide a recommendation for any specific investment product, strategy, plan feature or other purposes including legal, tax or investment advice. Any examples used in this material are generic, hypothetical and for illustration purposes only. The information herein is not intended to be used, and cannot be used by any taxpayer, for the purposes of avoiding tax penalties. Taxpayers should seek advice based on their own circumstances from a tax advisor. Please schedule a meeting for a personalized evaluation based upon your needs and objectives.

07/08/2021

Please check out and share our new blog post on the power of the Roth IRA. Specifically how Peter Thiel has amassed Five billion dollars tax free in a Roth.
http://www.ncscretirement.com/blog.php?id=4

This information is provided for general and educational purposes only; it is not intended to provide a recommendation for any specific investment product, strategy, plan feature or other purposes including legal, tax or investment advice. Any examples used in this material are generic, hypothetical and for illustration purposes only. The information herein is not intended to be used, and cannot be used by any taxpayer, for the purposes of avoiding tax penalties. Taxpayers should seek advice based on their own circumstances from a tax advisor. Please schedule a meeting for a personalized evaluation based upon your needs and objectives.

06/21/2021

Please check out and share our new blog post on tax credits available to small business owners for starting a qualified retirement plan in 2021.

http://www.ncscretirement.com/blog.php?id=3

06/16/2021

Are you an Educator or State Employee thinking of Double Dipping? Please see and share our new blog post on the practice and how it can benefit you with multiple streams of income!
http://www.ncscretirement.com/blog.php?id=2

06/10/2021

Check out our new blog post on changes to the North Carolina retirement system impacting educators and state employees.