Financial Planning
April 2024
RMD Relief for Beneficiary IRA Account Holders
The recent changes in the rules governing inherited retirement accounts have given heirs a significant advantage – more time to keep their money and plan [...]
Read more RMD Relief for Beneficiary IRA Account Holders
April 2024
Remote Workers Beware: Double Income Taxation Looms
Remote workers may face the unexpected burden of double income taxation based on their work location. This issue arises when employees work remotely from a state [...]
Read more Remote Workers Beware: Double Income Taxation Looms
March 2024
The Politics of Housing: The Polarization of Renting Versus Owning
The debate between renting and owning a home has long been a contentious issue in the realm of housing politics. The divide between those who advocate for renting [...]
Read more The Politics of Housing: The Polarization of Renting Versus Owning
January 2024
Young Investors Tend to Ditch Parents’ Advisors and Opt for their Own
The financial landscape is evolving, and so are the goals and preferences of young investors. According to a recent report by Cerulli Associates, it is evident [...]
Read more Young Investors Tend to Ditch Parents’ Advisors and Opt for their Own
January 2024
Consider a Donor-Advised Fund (DAF) for Charitable Giving
If you’re looking for a simple, flexible, and tax-advantageous way to support your favorite charities, a donor-advised fund (DAF) may be the perfect [...]
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January 2024
Considerations for Handling Large Tax Debt
In the wake of the global financial crisis, there has been a significant increase in the number of high-net-worth individuals facing challenges in meeting their [...]
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January 2024
Don’t Forget Your Healthcare Spending Accounts and Retirement Accounts When Changing Jobs
When embarking on a new job, it is crucial to plan ahead and ensure a smooth transition in managing your finances. One important aspect to consider is proactively [...]
Read more Don’t Forget Your Healthcare Spending Accounts and Retirement Accounts When Changing Jobs
January 2024
Ensuring Your Trust Holds up to IRS Scrutiny
As the IRS intensifies its efforts to audit wealthy taxpayers, a significant focus is being placed on trusts, particularly those with complex structures that offer [...]
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December 2023
Medicare 2024: Steep Hikes in Prescription Premiums Coming
The rising cost of prescription drugs in the United States has become a significant concern, particularly for seniors. Compared to other high-income nations, [...]
Read more Medicare 2024: Steep Hikes in Prescription Premiums Coming
November 2023
Underpayment Penalty Doubles for Estimated Tax Payments
The Internal Revenue Service (IRS) has recently implemented a significant change that could have a substantial impact on taxpayers. Starting October 1, 2023, the [...]
Read more Underpayment Penalty Doubles for Estimated Tax Payments
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Recent posts
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