Business Owners Should Prepare for Stronger Tax Enforcement
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The Inflation Reduction Act of 2022 is providing the IRS with an influx of about $80 billion to modernize outdated technology and rebuild a depleted workforce, which is expected to improve enforcement to the tune of about $200...
Congress Passes SECURE 2.0 A New Set of Retirement Rules
In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate a contribution to retirement plans and access to those funds earmarked for retirement.
The law is called SECURE 2.0 and is a...
Random Acts of Financial Kindness
Acts of kindness, even small ones, can have lasting benefits. You may not always see the impact of your investment of time or money, but your acts of kindness will ripple through the lives of people you know...or don't know....
Three Stretch IRA Alternatives
The passage of the SECURE Act in 2019 effectively eliminated the stretch IRA, an estate planning strategy that allowed an inherited IRA to continue growing tax deferred, potentially for decades. Most nonspouse beneficiaries,...
Ask our Medicare Coach | Medicare as a Retirement Strategy
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While reviewing your retirement strategy, it's important to consider enrolling in Medicare as part of your healthcare option. The program provides important preventative services and screenings at no charge while different parts,...
Q&A: How Do I Replace My Social Security Card?
Chances are, you probably have your Social Security number memorized, so you may not have had to use your card in a while. However, there are times when you may be required to show your actual card, such as when you start a new...
Turning Retirement Savings Into Retirement Income
You've been saving diligently for years, and now it's time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into retirement income. But hold on, not so fast. You may need to...