Articles
SECURE 2.0 is Now Law. How Does That Impact Retirement Planning? Part One
Episode 212 – Part One: SECURE 2.0 is now law. What does it mean for your individual retirement planning goals? What does it mean for your business and your employer-sponsored retirement plan? Continue Reading SECURE 2.0 is Now Law. How Does That Impact Retirement Planning? Part One
Don’t Forget Facebook, iCloud, Gmail, LinkedIn and Your Other Digital Assets in Your Planning Revisited
Episode 211 – Most, if not all of us, own several forms of digital assets in the form of online accounts. These assets must be included in your estate plan. Failure to do so may result in the loss of financial value or sentimental and legacy value. Continue Reading Don’t Forget Facebook, iCloud, Gmail, LinkedIn and Your Other Digital Assets in Your Planning Revisited
Retirement is Better with a Plan with Lucas Benson
Episode 209 – What type of retirement plan is best for you and your business? In this podcast, we learn all the details you need to know with special guest Lucas Benson. Continue Reading Retirement is Better with a Plan with Lucas Benson
IRS Provides Relief for Missed RMDs in 2021 or 2022
Episode 208 – IRS provides relief to individuals who inherited traditional IRAs in 2020 or after and failed to take required minimum distributions. Continue Reading IRS Provides Relief for Missed RMDs in 2021 or 2022
Social Security and Medicare COLAs Announced
Episode 207 – Next year’s 8.7% Cost of Live Adjustments (COLA) increase for Social Security and reduction in Medicare Part B premiums are welcome news. But how good is the news really? Continue Reading Social Security and Medicare COLAs Announced
Cash is Not the Best Charitable Gift
Episode 205 – The holiday season is also the season of charitable giving which most people do through gifts of cash. But donating highly appreciated assets like publicly traded securities is much better. Continue Reading Cash is Not the Best Charitable Gift
Congress is Getting Serious About Retirement Savings: You Should Too
Episode 203 – Congress is worried about Americans’ insufficient retirement savings and you should too. Various legislative proposals seek to address these concerns. Continue Reading Congress is Getting Serious About Retirement Savings: You Should Too
IRS Extends Deadline to File for Portability of Estate Tax Exemption Amount
Episode 202 – IRS extends the deadline to file for portability of the estate tax exemption amount after the first spouse’s death. Continue Reading IRS Extends Deadline to File for Portability of Estate Tax Exemption Amount
The Great Resignation: Tools to Help You Fight It
Episode 199 – If you’re a business owner, by now you’ve undoubtedly heard of the Great Resignation, sometimes known as the Great Reshuffling. Continue Reading The Great Resignation: Tools to Help You Fight It
Long Overdue Healthcare Relief for Seniors
Episode 198 – The Inflation Reduction Act of 2022 provides long overdue healthcare relief to seniors and retirees. Continue Reading Long Overdue Healthcare Relief for Seniors
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