Many are familiar with the adage, “nothing is certain except death and taxes.” If you are married, a time will come when you or your spouse face a grim reality
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Have a tax refund headed your way? Before splurging on that big-ticket item you’ve had your eye on, consider these quick tips for potential investment in your
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There are many situations in which one may opt to rollover an IRA, such as inheriting an IRA from a spouse or changing employers. Each case comes with its own
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Divorce tends to present a myriad of difficulties as couples navigate their new normal. Oversight while splitting financial assets can result in one or both
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Whether seeking to reduce your taxable income in 2024 or throughout your retirement future—it’s important to identify opportunities to maximize retirement
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Has your retirement plan been reviewed by a trained specialist since the SECURE Act and SECURE 2.0 were signed into law to consider significant tax-saving
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Keeping track of your beneficiaries is important. Here is a checklist to help you do just that.
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Why do you need a tax professional? Managing taxes during retirement will be the single most important factor in determining your ultimate lifestyle. In
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Effective Date 1/26/2021- 10% penalty exception: Federally declared disasters. Plans and IRAs. $22,000 maximum.
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What is a QLAC (Qualifying Longevity Annuity Contract)? A QLAC is a type of fixed-income annuity that has special attributes and is held in a retirement account
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What is considered investment income? Investment Income: Interest, dividends, capital gains (long and short), annuities (not those in IRAs or company plans)
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What is a 60-day rollover? A 60-day rollover is the distribution of funds from a qualifying retirement account payable to the account owner who then has 60 days
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