Highlights of The SECURE Act
Congress recently passed a bill known as the Setting Every Community Up for Retirement Enhancement Act also known as the SECURE Act. Take a listen to learn more about this new law that will impact many Americans.
Think You Own Too Much Of Your Company Stock?
Special Needs Trust – Planning for a Disabled Family Member
There are many decisions that come into play when planning for a disabled loved one. One solution that can help is a Special or Supplemental Needs Trust (SNT).
The Art of Charitable Giving: How to Save on Taxes When You Donate
If you’re charitably inclined, like many of our clients are, here are a few tips to help maximize your donations so that every dollar goes further for you personally and also for the causes you support.
Restricted Stock Units (RSUs)
One form of compensation that many publicly traded companies use to compensate their employees is granting stock in their company in the form of RSU’s.
3 Ideas for Your Tax Refund
A Tip to Cut Health Insurance Expenses
If you are like many of our clients with significant income leading into retirement and are enrolled in Medicare, you may be hit with an Income-Related Monthly Adjustment Amount (IRMAA)...
Last Minute Tax Savings Idea for Schedule C Income
If you are self-employed, an independent contractor, or have some miscellaneous income in which you received a 1099, here’s an idea to put some money away for retirement and reduce your federal income tax.
5 Year-End Planning Tips for 2018
With 2018 coming to a close, we wanted to give a few tips to keep you ahead of the curve when it comes to year-end planning.
Retirement Savings Maximization: Backdoor Roth IRA Strategy
Are you already maxing out your employer 401(k) or 403(b) and wondering what else can you be doing to save for retirement? One vehicle that is available to save for retirement is the Roth IRA.