Simmons Financial

How to Pay the IRS if You Owe Taxes

There are several ways to pay the IRS if you owe, but just because you can pay taxes over time doesn’t always mean you should.

Click here if you think you'll owe:
https://www.kiplinger.com/taxes/how-to-pay-the-irs-if-you-owe-taxes

Will you have to pay?

www.sfgsinc.com
Phone: (813) 695-4560
E-mail: [email protected]

Happy National Pet Day! Today, we celebrate the unconditional love and joy our furry friends bring into our lives. Whether they're wagging their tails, purring in our laps, or simply being their adorable selves, pets enrich our days in countless ways. Take a moment to show your pet some extra love and appreciation today! Share a photo of your beloved companion in the comments below.

www.sfgsinc.com
Phone: (813) 695-4560
E-mail: [email protected]

Have You Reached 59½? Time to Rethink Your 401(k) Options

A rollover IRA might be in order to help protect your retirement savings from potential (and potentially disastrous) market downturns.

Click here to learn more:
https://www.kiplinger.com/retirement/rethink-401k-options-at-age-59.5

What is your retirement philosophy?

www.sfgsinc.com
Phone: (813) 695-4560
E-mail: [email protected]

www.sfgsinc.com
Phone: (813) 695-4560
E-mail: [email protected]

Nine Tax Deadlines for April 15

Do you know about all the other tax deadlines that fall on April 15?

Click here to find out:


Are you ready for tax day?

www.sfgsinc.com
Phone: (813) 695-4560
E-mail: [email protected]

Nine Tax Deadlines for April 15 Do you know about all the other tax deadlines that fall on April 15?

Do you find yourself wondering if you need a tax expert? Let us help you navigate through the complexities of tax season and ensure you're getting the most out of your returns.

www.sfgsinc.com
Phone: (813) 695-4560
E-mail: [email protected]

Click the link to get your copy!

https://www.amazon.com/Retire-Strategic-Plan-Secrets-Having/dp/1692947834/ref=sr_1_8?dchild=1&keywords=russell+simmons+book+retire+with&qid=1613504501&sr=8-8

www.sfgsinc.com
Phone: (813) 695-4560
E-mail: [email protected]

Savings Account Balances By Age and Income. How Do You Compare?

Older generations have bigger savings account balances, while just over 50% of all adults, regardless of age, have more emergency savings than credit card debt.

Click here to learn more:
https://www.kiplinger.com/personal-finance/savings-accounts/savings-account-balances-by-age-and-income-how-do-you-compare

How much can you save?

www.sfgsinc.com
Phone: (813) 695-4560
E-mail: [email protected]

I wish everyone a happy St. Patrick's Day! May your day be filled with luck and joy as you celebrate this special occasion. Cheers to a festive and joyful St. Patrick's Day for all!

www.sfgsinc.com
Phone: (813) 695-4560
E-mail: [email protected]

Call to schedule your appointment today!

www.sfgsinc.com
Phone: (813) 695-4560
E-mail: [email protected]

The Clock Is Ticking on Tax Cuts: Act Now to Avoid Missing Out

Estate and gift tax exemptions are at an all-time high until the end of 2025. That may seem like a long way off, but setting things up could take longer than expected.

Click here to learn more:
https://www.kiplinger.com/taxes/tax-cuts-act-now-to-avoid-missing-out

Will you miss out?

www.sfgsinc.com
Phone: (813) 695-4560
E-mail: [email protected]

Time is ticking! Call us today!

www.sfgsinc.com
Phone: (813) 695-4560
E-mail: [email protected]

Call us today to ensure you file on time!

www.sfgsinc.com
Phone: (813) 695-4560
E-mail: [email protected]

Schedule your appointment today!

www.sfgsinc.com
Phone: (813) 695-4560
E-mail: [email protected]

How to Use Your Estate Plan to Save Tax Now: A Timely Update

Consider an upstream basis trust and a general power of appointment for an older family member to reduce capital gains taxes on highly appreciated assets.

Click here to find out more:
https://www.kiplinger.com/retirement/how-to-use-your-estate-plan-to-save-on-taxes

Have you considered this?

www.sfgsinc.com
Phone: (813) 695-4560
E-mail: [email protected]

Wishing everyone a happy Presidents Day! May this day be filled with joy and celebration as we honor the leaders who have shaped our nation. Let us remember the contributions of past presidents and reflect on the importance of their leadership in guiding our country forward.

www.sfgsinc.com
Phone: (813) 695-4560
E-mail: [email protected]

Five Common Retirement Fears and How to Overcome Them

Are you ready for retirement but uncertain about what comes next? You’re not alone. Proactive planning can help ensure your path to a happy retirement.

Click here to learn more:
https://www.kiplinger.com/retirement/common-retirement-fears-and-how-to-overcome-them

Do you have a plan?

www.sfgsinc.com
Phone: (813) 695-4560
E-mail: [email protected]

Schedule your appointment today!

www.sfgsinc.com
Phone: (813) 695-4560
E-mail: [email protected]

Wishing everyone a happy Valentine's Day! May your day be filled with love, joy, and happiness. Celebrate this special day with your loved ones and make beautiful memories together. Spread love and kindness to everyone around you. Enjoy this day and cherish the moments that make it memorable.

www.sfgsinc.com
Phone: (813) 695-4560
E-mail: [email protected]

Call us today to ensure you file on time!

www.sfgsinc.com
Phone: (813) 695-4560
E-mail: [email protected]

Medicare and Moving: What You Need to Know

Your Medicare plan’s coverage area will determine if you need to make changes after a move.

Click here to learn more:
https://www.kiplinger.com/retirement/medicare/medicare-and-moving-what-you-need-to-know

Are you moving?

www.sfgsinc.com
Phone: (813) 695-4560
E-mail: [email protected]

Make sure to schedule your tax appointment today. It's important to take care of your taxes in a timely manner to avoid any penalties or late fees. Don't procrastinate any longer and make the call now to secure your appointment. Take control of your financial responsibilities and get your taxes done as soon as possible.

www.sfgsinc.com
Phone: (813) 695-4560
E-mail: [email protected]

www.sfgsinc.com
Phone: (813) 695-4560
E-mail: [email protected]

Looking for professional tax services? Look no further! Our team of experts is here to help you with all your tax needs. Whether you need assistance with filing your taxes, maximizing deductions, or resolving any tax issues, we've got you covered. Trust us to provide accurate and reliable tax services tailored to your specific situation. Contact us today to get started!

www.sfgsinc.com
Phone: (813) 695-4560
E-mail: [email protected]