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Part 2 – COVID Relief Update: The American Rescue Plan Act of 2021
Part 2: Episode 118 – The details of the American Rescue Plan Act of 2021 are complicated. Here’s a summary of the provisions related to Unemployment Assistance, Health Insurance, Earned Income Tax Credit, and Rent and Mortgage Payments. Continue Reading Part 2 – COVID Relief Update: The American Rescue Plan Act of 2021
COVID Relief Update: The American Rescue Plan Act of 2021
Episode 117 – On March 11, 2021, President Biden signed into law the American Rescue Plan Act of 2021 (“ARPA”), fulfilling one of his campaign pledges to provide additional COVID-19 pandemic relief. Because ARPA was just enacted and there are numerous provisions, we will need to wait for future guidance issued by the IRS and Department of Treasury. Continue Reading COVID Relief Update: The American Rescue Plan Act of 2021
Business Owners: Beware of an Involuntary Partial Plan Termination Due to COVID-19
Episode 116 – 2020 was undoubtedly a very difficult year for many small-business owners struggling to keep their businesses afloat while their businesses were forced to close or limit operations as a result of government mandates attempting to slow or stop the spread of the coronavirus. Continue Reading Business Owners: Beware of an Involuntary Partial Plan Termination Due to COVID-19
Estate Tax Planning Strategies in a Low Interest Rate Environment Part 2
Episode 115 – The continuing low interest rate environment makes certain estate tax planning strategies—such as GRATs, CLATs, IDGTs and intra-family loans—more efficient for wealthy individuals and families to consider for minimizing or avoiding estate taxes. Continue Reading Estate Tax Planning Strategies in a Low Interest Rate Environment Part 2
Estate Tax Planning Strategies in a Low Interest Rate Environment Part 1
Episode 113 – The continuing low interest rate environment makes certain estate tax planning strategies—such as GRATs, CLATs, IDGTs and intra-family loans—more efficient for wealthy individuals and families to consider for minimizing or avoiding estate taxes. Continue Reading Estate Tax Planning Strategies in a Low Interest Rate Environment Part 1
Have You Protected Your Hard-Earned Wealth with an Estate Plan?
Episode 112 - A comprehensive estate plan is not just about dying. It helps protect the hard-earned wealth you have accumulated during your lifetime so you will have it to distribute to your family and heirs. Learn more here.Transcript of Podcast Episode...
Social Security and the Typical (and atypical) Married Couple
Episode 109 – For a married couple to get the most out of Social Security, the two spouses need to coordinate benefits with each other. This is true for both typical and atypical couples. Continue Reading Social Security and the Typical (and atypical) Married Couple
Do You Have a Guaranteed Retirement Income Source During Retirement?
Episode 108 – For many retirees, receiving a guaranteed lifetime retirement income from a company pension plan is no longer possible and Social Security isn’t enough. An annuity may be a solution. Continue Reading Do You Have a Guaranteed Retirement Income Source During Retirement?
2020 End-of-Year COVID-19 and Legislative Action
On December 27, 2020, President Trump signed into law the Consolidated Appropriations Act of 2021. Here is a brief summary of some of its provisions, including additional stimulus payments and unemployment benefits. Continue Reading 2020 End-of-Year COVID-19 and Legislative Action
What Plan Sponsors Need to be Aware of During this Health Crisis
The COVID-19 health crisis is causing significant economic disruption. No doubt employers are expecting to confront challenges related to their business operations, including their employer-sponsored retirement plans, specifically their 401(k) Plans. Click here to...
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