October 27, 2022 2023 Cost-of-Living Adjustment Numbers Don’t forget to factor 2023 cost-of-living adjustments into your year-end tax planning. Read More
October 27, 2022 Should You File A Joint Tax Return For The Year Of Your Spouse’s Death? Whether it’s advantageous to file a joint tax return the year of your spouse’s death depends on several factors. Read More
September 29, 2022 Don’t Forget Estate Taxes During Planning With the current federal estate tax exemption at $12.06 million, you may not be worried about estate taxes. But you … Read More
May 31, 2022 Is It A Good Time For A Roth Conversion? If the value of your portfolio is down, you may want to turn the stock market downturn into a tax-saving … Read More
May 25, 2022 Proposed Regs For Inherited IRAs Bring Unwelcome Surprises The SECURE Act nixed the “stretch IRA” and replaced it with a new 10-year rule on inherited IRAs. However, subsequent … Read More
April 20, 2022 SECURE Act: Congress Eyes Further Retirement Savings Enhancements SECURE Act 2.0 passed the U.S. House with strong bipartisan support. While the Senate is working on its own bill, … Read More
July 1, 2021 Are You a Nonworking Spouse? You May Still Be Able to Contribute to an IRA President Biden signed the American Rescue Plan Act. Are you eligible to receive direct payments under the new law that … Read More
June 14, 2021 Retiring Soon? 4 Tax Issues You May Face President Biden signed the American Rescue Plan Act. Are you eligible to receive direct payments under the new law that … Read More
March 5, 2021 Recent Law Changes May Impact Your Retirement Savings Saving for retirement can help make your future brighter. Recent law changes might allow you to save more with your … Read More
March 4, 2021 QDIA…. Why is it Important? The qualified default investment alternative (“QDIA”) is arguably the most important investment in a plan’s investment menu. Read More
December 22, 2020 Maximize Your 401(k) Plan to Save For Retirement Contributing to a tax-advantaged retirement plan can help you reduce taxes and save for retirement. If your employer offers a … Read More
November 24, 2020 Taking Distributions From A Traditional IRA Although planning is needed to help build the biggest possible nest egg in your traditional IRA (including a SEP-IRA and … Read More
