At the end of 2022, Congress passed Secure Act 2.0 legislation as part of a larger spending bill. Secure Act 2.0 includes significant changes in the way we save for…
AdvicePeriodJanuary 18, 2023
No one likes paying more taxes than necessary. When it comes to retirement investment accounts, one way to potentially pay less over the long run is to convert a pre-tax…
AdvicePeriodApril 18, 2022
Wealth is painstakingly built but easily lost. Accidents, lawsuits, medical crises and other surprises can swiftly wipe out the most carefully laid financial plans. That’s why life, property/casualty and long-term-care…
AdvicePeriodMarch 23, 2022
The window for you and your family to transfer wealth to heirs and charities is wide open right now. For 2022, the federal estate and gift tax exemption stands at…
AdvicePeriodMarch 23, 2022
Estate planning helps with financial peace of mind by protecting family assets and helping ensure they’re distributed according to your wishes, in addition to playing an important role in maintaining…
AdvicePeriodFebruary 17, 2022
Individuals who invest in tax-deferred retirement accounts will appreciate two recent changes to required minimum distribution (RMD) rules. First, legislation that was passed in 2019 changed the RMD age from…
AdvicePeriodFebruary 15, 2022
Financial scammers are as old as money itself, but they are continually adapting to changing times. For 2022, cybersecurity firm Norton Labs predicts that some of the top scams will…
AdvicePeriodJanuary 18, 2022
We recently wrote that the House of Representatives’ new tax blueprint would jeopardize estate planning techniques that wealthy families have long relied upon. But the House proposal sharply increases income…
AdvicePeriodOctober 4, 2021
Last week, the House Ways and Means Committee released the first draft of a major tax bill, and it contains sweeping changes that should concern wealthy households. The proposals are…
AdvicePeriodSeptember 20, 2021
