Our Company News
Planning for Single Parents
Episode 196 – Single parents must have their financial house in order, through insurance, financial and estate plans, to ensure that they protect their sources of income, existing assets and their children. Continue Reading Planning for Single Parents
Do You Need to Worry About Gift and Estate Taxes? A Look Back in History
Episode 195 – Estate and gift taxes are financial considerations only for the wealthy, right? Maybe, maybe not! It depends! Continue Reading Do You Need to Worry About Gift and Estate Taxes? A Look Back in History
IRS Publishes its Taxpayer Guide to Identity Theft
Episode 194 – The problem of identity theft has grown more severe in recent years. As the IRS recently said in its Taxpayer Guide to Identity Theft, there are steps you can take to protect yourself. Continue Reading IRS Publishes its Taxpayer Guide to Identity Theft
What Do You Really Know About Your 401(k)?
Episode 193 – How much do people really know about their 401(k)? The latest research is not encouraging. Continue Reading What Do You Really Know About Your 401(k)?
Inflation Reduction Act of 2022 – What Does This Mean for You?
Episode 192 – On August 16, 2022, President Joe Biden signed into law the Inflation Reduction Act of 2022 to expand affordable healthcare and combat climate change. It did not materially impact income and estate tax planning. Continue Reading Inflation Reduction Act of 2022 – What Does This Mean for You?
Rule Change Allows Grandparents to Give More to College 529 Plans
Episode 191 – Section 529 plans have long been a common method for a grandparent to help fund college expenses. And a new rule could make them even more popular. Continue Reading Rule Change Allows Grandparents to Give More to College 529 Plans
Making the Right Choices With Your Wealth
Episode 190 – Regardless of what you want to do with your wealth, such as leaving it to family, charity, government, or spending it all, you will need to plan for your intended outcome. Doing nothing is not going to work. Continue Reading Making the Right Choices With Your Wealth
Roth IRA Conversion: To Convert or Not to Convert
Episode 189 – While Roth IRAs are very attractive because of tax-free growth and tax-free qualified distributions, there are many considerations when deciding to convert a Traditional IRA to a Roth IRA. Continue Reading Roth IRA Conversion: To Convert or Not to Convert