Latest
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Wealth Transfer and Strategic Gifting Opportunities for 2024
Inflation adjustments to the gift and estate tax exemptions, along with the pending sunset of some tax cuts, make 2024 the year to dig into transfer strategies.
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SECURE 2.0 Act Now Helps Lighten the Burden of Student Loans
Employers can attract talented employees with a new benefit: a matching contribution to an employee's 401(k) when they make payments on their student debt.
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Six Biggest Mistakes Made on Retirees’ Tax Returns
Reducing your lifetime tax bill is the goal, so if you or your tax preparer made any of these mistakes, an amended return or better planning might be in your future.
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Should Retirees Continue to Invest? Yes, and Here’s How
You might have switched to the spending phase of your retirement plan, but that doesn’t mean you shouldn’t invest any longer, or plan for market volatility.
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Your Late IRA Contributions Have a Procrastination Penalty
There’s a 15-month window to make your IRA contribution for any given tax year. The earlier you make it, the more you benefit from the compounding effect.
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Six Retirement Account Wins for Employers and Employees
The retirement plans that employers offer employees benefit the employers with boosts in recruitment, morale and tax breaks. Employees also reap the benefits.
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All About Designating Beneficiaries in Estate Planning
Choosing carefully and updating beneficiaries as your life changes, such as after a divorce, are crucial when planning your estate.
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Ease of Technology Can Actually Complicate Your Financial Life
From the rising threat of identity theft to making it easy to forget about automated subscriptions, technology doesn’t always make our lives easier. Here’s what to be aware of.
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Estate Planning: Who Needs a Trust and Who Doesn’t?
Knowing the differences between a revocable trust and an irrevocable trust can help you decide if you need one and, if you do, which kind.
