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How your tax rates can change
How your tax rates can change As we enter the last part of 2021, Congress is debating a series of changes to the tax code.…
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Can I rollover mom’s IRA into my IRA?
Can I rollover mom’s IRA into my IRA? Only a surviving spouse may rollover a deceased’s IRA account into their own IRA. After the SECURE…
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Six common misconceptions empty nesters have about retirement
Six common misconceptions empty nesters have about retirement We have been advising retirees and aspiring retirees for over 20 years. Recently a conversation occurred…
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How do I protect my portfolio against inflation?
How do I protect my portfolio against inflation? We pay more than double for most things we buy these days than we did 25 years…
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What does the recent stimulus package include?
What does the recent stimulus package include? The Taxpayer Certainty and Disaster Tax Relief Act of 2020 (TCDTRA) aka “Coronavirus Stimulus 2.0” passed Congress…
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Tax planning for a Joe Biden presidency
Tax planning for a Joe Biden presidency After every presidential election, attention turns to changes the new president wants to make to the tax code…
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Tax-smart charitable giving
Tax-Smart Charitable Giving Our clients are generous, and their charitable giving reflects their generosity. We love the opportunity to help clients reach their philanthropic goals…
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How the SECURE Act affects retirement accounts
How the SECURE Act affects retirement accounts Several tax code changes were enacted when the SECURE Act (Setting Every Community Up for Retirement Enhancement Act)…
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How filing your 2019 tax return can affect your stimulus check
File now or in July? The recently passed CARES Act includes a provision to send stimulus checks to eligible Americans and their dependents. Eligibility for…
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Can I buy real estate in my IRA?
Can I buy real estate in my IRA? You cannot buy a personal residence in your IRA but you can buy other properties. For most…
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Looking back and looking forward
Looking back and looking forward The turn of the calendar is a natural time to reflect on the past year and look forward to the…
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Should I pay off my mortgage?
Should I pay off my mortgage? One of the most common questions we get, especially as people near retirement is, “Should I pay off my…
