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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It is important for you to take an active role in your retirement planning. Life changes and events happen that require you to update your tax and estate plans
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Here are some IRA New Year's Resolutions to think about as we enter 2024.
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The net unrealized appreciation (NUA) process allows company stock to be withdrawn from a retirement plan with the owner paying taxes at long-term capital gain
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