Tax Planning After the Loss of a Spouse
The death of a spouse is, first and foremost, a profound personal loss with intense emotional and psychological impact. But it can also bring about major financial changes at a difficult time.
Leaving Your Job? How to Handle Company Stock in Your 401(k)
Conventional wisdom dictates that, when leaving a job, you should generally roll over the balance...
7 Tax Breaks for Older Taxpayers
The Internal Revenue Code has long had much to offer taxpayers who are 50 or older, nearing...
Spousal IRAs Offer Retroactive Tax-Saving Opportunity
Not all married couples earn dual incomes. For example, during thecourse of a marriage, one spouse...
CCRCs: Key Tax Implications for Residents
The demand for long-term care facilities in the United States continues to rise, along with the...
Why Estate Planning Still Matters
Given the dramatic increase in the federal gift and estate tax exemption over the last 20 years,...
New Tax Rules Have Been Set: Start Planning Now
Individual taxpayers faced significant tax planning uncertainty for the first six months of the...
Tax and Financial Pointers When Retirement Is on the Horizon
Retiring soon is an exciting milestone and a time filled with important financial decisions....
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...