Don’t Miss These Year-End Retirement-Planning Deadlines

It’s not too late to ensure that your retirement planning is on track to maximize tax savings before the end of 2017. Understanding end-of-year deadlines can help you maximize your tax savings as well as prepare for another year of saving. “Tax planning should really start in January, not in November or December,” says Randall Luebke, a financial planner at Lifetime Paradigm. “That said, if you do wait, be sure to do everything you can to reduce the taxes you pay.” Now is the time to accelerate your tax-deductible expenses and put off receiving taxable income. Here are some tips. Consider Roth Accounts If you’ve been thinking about converting a traditional IRA to a Roth IRA, it’s a good time to make a decision and act because you must file forms by the end of the year. With Dec. 31 falling on a Sunday in 2017, experts recommend aiming for …

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6 of the Latest & Greatest SmartOffice Changes

SmartOffice has just released its first update for 2017. In a new video, Director of Product Management, Bryan Eshelbrenner, has highlighted 6 of the latest and greatest changes SmartOffice users can take advantage of. Here’s a look at the changes: Hi, I’m Bryan Eschelbrenner from Ebix here to go over some of the highlights in SmartOffice 2017 Release 1 available [now]. 1. Ever go to add a customer in SmartOffice, only to find out you’re out of available fields? Well, try again now. We’ve added 20 fields or more to every data type on every custom field object in SmartOffice. As always you can add these fields to your page layouts, you can add them as columns to your reports and they’re available as merge codes on your letter templates. 2. For those of you who bounce back and forth between SmartOffice Anywhere and SmartOffice Pro, it can be frustrating …

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