
Your ship finally came in. Now what?
Receiving an unexpected gift or inheritance is something that people may dream about. Here are some key considerations if that dream becomes reality and you do receive a financial windfall.
Receiving an unexpected gift or inheritance is something that people may dream about. Here are some key considerations if that dream becomes reality and you do receive a financial windfall.
Navigating tax season can be even more confusing when understanding the range of rules around IRA withdrawals, 529 plan distributions, and charitable deductions. Here are answers to some common questions around tax filing.
As the debate heats up on Capitol Hill about extending the TCJA, there are several issues to watch including potential SALT cap relief and whether more tax cuts will be added to the final bill.
Starting in 2025, many non-spouse beneficiaries of inherited retirement accounts must begin taking annual minimum distributions. Here are several strategies to consider.
Consider estate planning strategies to minimize the impact of taxes on your estate. Key actions may include document reviews, naming beneficiaries and the use of 529 college savings plans to enhance tax efficiency.
For 2025 tax planning, here are some income tax planning strategies that can help manage current tax bills and prepare for future changes.
Prepare for 2024 taxes by organizing forms, documenting charitable contributions, maximizing retirement savings and reporting rental income. Advance preparation can make the tax filing process smoother.
In 2025, the SECURE 2.0 Act boosts retirement savings with new rules for higher catch-up contributions, auto-enrollment and expanding access to savings plans. Here are some highlights.
State and federal agencies are providing immediate assistance and financial aid for essentials for wildfire victims in California. Here are some financial strategies to secure emergency funds and plan finances.
The Social Security Fairness Act is expected to enhance benefits for many starting in 2024 and could mean higher benefits for certain public workers.
A look at the 2025 tax rates and contribution limits means individuals may save or gift more this year. Here are the key tax figures for 2025.