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
Read More
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
Read More
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
Read More
Whether seeking to reduce your taxable income in 2024 or throughout your retirement future—it’s important to identify opportunities to maximize retirement
Read More
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
Read More
Keeping track of your beneficiaries is important. Here is a checklist to help you do just that.
Read More
Why do you need a tax professional? Managing taxes during retirement will be the single most important factor in determining your ultimate lifestyle. In
Read More
Effective Date 1/26/2021- 10% penalty exception: Federally declared disasters. Plans and IRAs. $22,000 maximum.
Read More
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
Read More
What is considered investment income? Investment Income: Interest, dividends, capital gains (long and short), annuities (not those in IRAs or company plans)
Read More
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
Read More
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
Read More