Samuel D. Fries

8 Steps Toward Enhanced Financial Security

During uncertain times, you may be concerned about the effects world events will have on your financial affairs. Of course, there are no absolute guarantees of protection, but shoring up your defenses and laying the groundwork for a comprehensive wealth management plan can help. Here are eight steps you can take now to help strengthen your financial position for the future.

IRS Issues New Final Regs on RMDs

The IRS has just released final regulations on required minimum distributions (RMDs) from qualified...

How to Manage Taxes in Retirement

You're planning and saving money for a financially secure retirement. Good for you! But don't...

7 Midyear Tax Planning Tips for Individuals

Summer is a good time to reflect on tax planning moves that could lower this year's tax bill. It...

Ready, Set, Retire

Have you given any thought to your retirement? Even if you don't expect to retire anytime soon, the...

Court Rules Corporate Reporting Law is Unconstitutional but Requirements Remain

Under the Corporate Transparency Act (CTA), many businesses had to begin complying with new...

Social Security Tax Update: How High Can It Go?

Employees, self-employed individuals and employers all pay the Social Security tax, and the bite...

Tips for Reducing the Impact of NIIT

The net investment income tax (NIIT) was enacted more than a decade ago. While repeal has been...

Spelling Out the Rules for the Net Unrealized Appreciation Tax Break

Are you a small business owner or corporate owner holding appreciated company stock in your 401(k)...

Update on New Retirement Account Catch-Up Contribution Rules

The Setting Every Community Up for Retirement Enhancement (SECURE) Actbrought numerous changes to...