SECURE 2.0 Changes that Become Effective in 2024
The SECURE 2.0 Act, enacted late in 2022, creates new tax-saving opportunities for retirement...
Posts about
Estate & Retirement Planning
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)...
Planning a Graceful (and Profitable) Exit from Your Small Business
At some point, every business owner leaves the company, either voluntarily through retirement or...
Coming Soon: Changes to the 401(k) Plan Participation Rules
Years ago, employers could excludepart-time employees—those who work less than 1,000 hours per...
Update on New Retirement Account Catch-Up Contribution Rules
The Setting Every Community Up for Retirement Enhancement (SECURE) Actbrought numerous changes to...
Update on Retirement Account RMDs
If you have a tax-favored retirement account, you generally must take required minimum...
Estate Planning Isn’t Just for the Wealthy
Thanks to today's favorable federal gift and estate tax rules, most people haven't amassed enough...
Inflation Boosts Federal Gift and Estate Tax Breaks
Inflation is generally bad news. But a favorable side effect is bigger annual inflation adjustments...
Address Digital Assets in Your Estate Plan
Today, almost everyone owns some sort of digital asset—and some of these assets can be quite...
Are Your Social Security Benefits Taxable?
Many retirees have seen their Social Security benefits increase in 2023 due to a cost-of-living...