Inheritors of IRAs – Proposed Changes

In one of his fables, Aesop’s coined the phrase “leave well enough alone.” Though his commentary and usage of the phrase centered around a fox and a hedgehog, the expression is well-suited for the new proposed changes to the SECURE Act that will impact distributions to IRA inheritors. ... Read More

How to Calculate Medicare Premiums

As you hit the retirement milestone, one of the items you'll likely need to address is enrolling in Medicare.  Medicare has many complexities and the calculation of premiums that you will pay is one o... Read More

2021 Tax Outlook: Proposals & Planning

“Uncertainty is the only certainty there is.” It is doubtful that John Allen Paulos was pondering taxation and financial planning when he made this claim, but the sentiment applies. We are in the midst of a presidential transition, often accompanied by change across many spectrums. Political campaigns are riddled with promises and assurances, yet what […]... Read More

2021 Tax Outlook: Proposals & Planning

"Uncertainty is the only certainty there is." It is doubtful that John Allen Paulos was pondering taxation and financial planning when he made this claim, but the sentiment applies. We are in the mids... Read More

Concerned about Future Taxes?

Will your income tax go up or down in the future?  If you believe it will increase, chances are you think there is nothing you can do about it. Wrong!  Consider these strategies to pay tax at a lower rate today in order to reduce the possibility of a greater tax impact in the future.  […]... Read More