Closed on Good Friday

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We will be closed on tomorrow, April 10th, 2020 in rememberance of Good Friday. If you need us, please leave us a message and we will get back to you asap.

What You Need To Know: Economic Impact Payments

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Here is a link to the IRS Economic Impact Payments information page. https://www.irs.gov/newsroom/economic-impact-payments-what-you-need-to-know

New Client Web Portal Update

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If you are unaware, we have a NEW and more updated online web portal allowing you access to view your accounts/reports. As with everything, technology changes – and the new web portal already does more than our previous one. If you have not activated your portal and played around with it yet, you should. It not only allows you to …

2020 Tax Update – Required Minimum Distribution Changes

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Click to View the PDF As a part of the CARES (Coronavirus Aid, Relief and Economic Security) Act that was passed over the weekend, the 2020 Required Minimum Distribution (RMD) can be waived for the current year (2020). The CARES Act includes RMD’s from Traditional IRA’s, Inherited IRA’s, 401(k) and 403(b) accounts. This suspension of RMD’s is welcome news for …

2020 STOCK MARKET UPDATE

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Click to View the PDF We just wanted to give you, our clients an update regarding the marketplace and where we are. As stated earlier in our previous post regarding our Business Continuity Plan, we are still actively managing your portfolios even as the market goes down. We are following the core principles of the marketplace using diversification and by …

2020 MMS OFFICE UPDATES-EFFECTIVE IMMEDIATELY

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As of today, March 23, 2020, Money Management Services, Inc. will be implementing our Business Continuity Plan because of the COVID 19 Virus. Our Business Continuity Plan prepares and plans for critical situations such as what we are experiencing right now in our world. We have prepared extensively in our technology so that we can always work just as we …

2019 TAX RETURN UPDATES

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2019 TAX RETURN UPDATES – EFFECTIVE IMMEDIATELY Due to the COVID 19, the IRS has extended the federal deadline for filing your 2019 Tax Returns from the normal April 15th deadline to July 15th of 2020, effective immediately. Therefore, for the safety of our clients and our staff, if you have not gotten your taxes to us already, please delay …

Office Closed on Friday, April 21st

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Hi everyone.  Ususally we take off and close down the office on Good Friday to celebrate Easter with our families.  But this year, Good Friday fell the friday before the end of tax season.  So we decided to delay our 1 day holiday and take our Good Friday on April, 21st.  Just wanted you all to be aware of our office …