Let’s Go Situs Shopping
Fri, Feb 14, 2025
A trust is an instrument of state law, each state’s laws are different, and you are free to choose which “situs” is best for you! Read More
Why You Want To Spend Your IRA Money Before You Die
Tue, Apr 30, 2024
Prior to 2020, passing wealth from generation to generation through an IRA was a straightforward strategy. A family could take a pot of money and grow it tax-free or tax-deferred, passing it down the family tree. Read More
By Christopher Smith as seen at Clark Howard.com
Tax Season Security Tips
Thu, Feb 29, 2024
An uptick in cybercrime adds to tax time stress, but you can protect yourself and your identity. Read More
By staysafeonline.org
How will Social Security impact your future? As seen at AARP online
Thu, Oct 19, 2023
Whether you’re concerned about paying bills or expect to live comfortably during retirement, AARP’s Social Security Resource Center provides answers and guidance to help you make the best choices for your situation. Read More
By AARP Online Magazine
Are Roth IRAs Really as Great as They’re Cracked Up to Be?
Thu, May 18, 2023
".......In reality, the Roth is just another tax strategy with pros and cons like all the others. If you choose to save your retirement dollars in a Roth IRA or Roth 401(k) instead of a traditional IRA or 401(k), you will be giving up some tax breaks... Read More
By Edward F. Downey as seen at Kiplinger.com
Elimination Of Stepped-Up Basis Looks Unlikely, Schwab Lobbyist Says
Thu, Jun 10, 2021
President Biden’s proposal to eliminate the step-up in basis for calculating inheritance taxes is getting the cold shoulder from both Democrats and Republicans, Schwab’s top Washington D.C. lobbyist told advisors today....... Read More
Can I Deduct My IRA On My Tax Return?
Thu, Feb 25, 2021
Is a contribution to an individual retirement account (IRA) tax-deductible? For many of us, the short answer is: You bet! That’s what IRAs are for. However, there are rules and limits. Read More
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