5 Major Tax-Favored Retirement Plan Changes for Individuals under New Law
After months of negotiations, Congress finally passed the long-awaited Setting Every Community Up...
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Estate & Retirement Planning (3)
Can You Swap Life Insurance for Long-Term Care Insurance?
Do you own a life insurance policy that's no longer essential to your financial goals? You may have...
Are You Taking Advantage of Tax-Free Income Opportunities?
Two things in life are certain: death and taxes. While you can't live forever, there are still some...
FAQs about Disclaiming a Gift or Bequest
For federal gift and estate tax purposes, an individual who's entitled to receive a gift or bequest...
Avoid IRA Rollover Tax Traps
An IRA rollover is usually a tax-smart move, because it allows you to continue to defer taxes on...
Retirement Savers: Consider Using TIPS to Hedge Against Inflation
To help curb record-setting inflation, the Federal Reserve Bank enacted its second consecutive...
Time to Check Your Beneficiary Designations
For 2022, the federal estate tax exemption is $12.06 million (effectively $24.12 million for a...
Mid-Year Tax Planning Ideas for Individuals
The 2022 tax year is well underway, and year end will be here before you know it. Summer is a good...
Self-Employed Business Owners: What’s the Right Retirement Plan for You?
If you own a successful small business with no employees, you might be ready to set up a retirement...
How to Wrap Up an Estate
If you're an executor or personal representative of an estate—or even an heir—eventually you want...