How LTC Insurance Can Help Manage Senior Care Costs
Approximately 70% of adults who survive to age 65 will need long-term care services, and 48% will...
How Are Income Distributions from Trusts and Estates Taxed?
As separate legal entities, estates and nongrantor trusts must file their own federal tax returns,...
Help Wanted: Hiring Family Members for Tax-Saving Results
If you own a small business and have children in high school, technical school or college, you...
6 Ways to Address Future Health Care Costs
How much money will you need to set aside to cover your out-of-pocket health care costs in...
Some Retirement Plan Benefits Will Increase for 2025
With the 2025 tax year almost here, there's news from the IRS about retirement savings. According...
It’s Time to Think about Today’s Favorable Gift and Estate Tax Rules
The Tax Cuts and Jobs Act (TCJA) dramatically increased the unified federal gift and estate tax...
8 Steps Toward Enhanced Financial Security
During uncertain times, you may be concerned about the effects world events will have on your...
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...