TruNorth Blog

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February 26, 2019

The 2018 tax changes may have lowered your total tax liability, but many Americans were surprised by their refund, or worse…their tax payment! Proper tax planning should be a coordinated effort between your tax preparer and investment advisor.

When tax and estate laws c...

February 12, 2019

The Tax Cuts and Jobs Act which was enacted in December 2017, brought about a host of changes for taxpayers. Among the changes was the amount of withholdings as calculated by revised tax tables. 

The IRS announced that it is waiving the estimated tax penalty for various...

December 20, 2017

With the Tax Cut & Jobs Act heading for signature by the President, there are a handful of valuable tax provisions that some individuals and company owners may want to take advantage of before they are retracted.

The 503 page bill will undoubtedly restructure the U.S. t...

December 11, 2017

Senate and House Republicans each passed their own version of the Tax Cuts and Jobs Act, yet differ in various ways, setting arguments into motion.

When the chambers pass different versions of a bill, conferees are appointed by both the House and the Senate to produce a...

November 29, 2017

With 2017 coming to an end, it’s time to review those year-end deadlines for Required Minimum Distributions (RMDs).

If you turned age 70 1/2 before 2017: The deadline for taking the 2017 RMD from your IRA or retirement plan is Dec. 31, 2017. This applies to every tradit...

January 24, 2016

 

 

While retirement can be a time for relaxation or days filled with travel, hobbies and family visits, there are some key dates that should be highlighted in your 2016 calendar. Here (below) is a list of important dates, which may be applicable to you. 

 

 

 

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TruNorth Capital Management, LLC (TruNorth) is an investment advisor registered and regulated by the Securities and Exchange Commission (SEC). All clients and potential clients have access to important information about our business methods, fees, professional qualifications and all other pertinent business information. By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss.

Regarding the interaction TruNorth or its representatives may have with clients and/or potential clients in ERISA-covered plans, including SEPs, SIMPLEs and non-ERISA retirement plans that are subject to Section 4975 of the IRS Code, including IRAs, Keogh plans and Solo 401(k)s (collectively "retirement plans"), TruNorth may provide non-discretionary investment advice to a specific investor, recommending or suggesting the acquisition or disposing of securities or other investment property in a retirement plan and/or recommending a rollover from a retirement plan to another. During the course of this interaction, TruNorth meets their requirements of a "level-fee fiduciary" and adheres to the Impartial Conduct Standards that require TruNorth to a) provide advice that is in the client's best interest, b) receive only reasonable compensation for its advice and; c) not make materially misleading statements. 

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