A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the...
How Much Do You Need To Retire?
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TAX-EFFICIENT RETIREMENT PLANNING
Taxes Articles
TAX-EFFICIENT RETIREMENT PLANNING
Taxes Articles
Identity Protection Strategies – Are You Doing Enough To Keep Your Information Safe?
There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information...
Create a Strategy to Protect Your Wealth with Potential Estate Tax Changes Looming
At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the...
Top 10 Questions High-Net-Worth Individuals Ask About Social Security
Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental...
Filing Final Tax Returns for the Deceased
When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last...
IRS Officially Announces New Income Tax Brackets for 2023
New income tax brackets have just been released. The IRS standard deduction and marginal tax rates are the basic...
How Income Taxes Change In Retirement
For most Americans, federal income taxes are a once-a-year inconvenience that raises its ugly head every spring. ...
Secure 2.0 Act Opens Door to Tax-Free Rollovers from 529 Plans to Roth IRAs
Three years had passed since the original Secure (Setting Every Community Up for Retirement Enhancement) Act of 2019...
Presidential Election, Volatility, and the Long View
Beyond how the election winner will certainly attempt to guide political, social, and environmental policies, there is...
CARES Act – Allows Return of Unwanted 2020 RMDs
One of the key provisions of the CARES Act, The Coronavirus Aid, Relief, and Economic Security Act that took effect...
Gift Taxes – Who Pays on Gifts Above $14,000?
Gift taxes are a subject that I get questions about on a fairly regular basis. The question itself implies some...