Latest
-
Four Tips to Keep Your Wealth Transfer on Track
Incorporating family legacy planning into your financial plan is crucial to ensure the next generation knows how to serve as good stewards of the family’s wealth.
-
Three Ways You Can Cut the Tax Stress of RMDs
You have to take them, but there are strategies you can apply to prevent required minimum distributions (RMDs) from stressing you out in retirement.
-
Five Overlooked Factors When Planning for Retirement
Not only can taxes, inflation and health care costs catch you unprepared in retirement, but so can the costs of supporting others and paying for the fun stuff.
-
If You Give to Charity, ‘Bunching’ Could Save You Thousands
This simple tax strategy, using a donor-advised fund (DAF), lets taxpayers who don’t normally qualify for itemized deductions access the charitable deduction.
-
'Tis the Season for Charitable Giving's Many Benefits
Giving to charity can bring together multiple generations during the holidays to learn about the family’s values. And, of course, there are tax breaks…
-
How to Prepare for Upcoming Estate Tax Law Changes
High-net-worth families have time to take advantage of higher estate and gift tax exemptions before they’re significantly reduced if provisions of the Tax Cuts and Job Act are allowed to sunset.
-
Three Key Elements of a Solid Retirement Plan
A good plan isn’t just about the size of your nest egg. It’s also about how you manage these three things: taxes, investment strategy and income planning.
-
Three Ways You Can Take Advantage of Extended RMD Ages
The extra time, thanks to the SECURE 2.0 Act, can be used to plan Roth conversions, consider tax breaks like qualified charitable distributions (QCDs) and reduce taxable accounts sooner at lower tax rates.
-
What Student Athletes Need to Know About Their NIL Income
An athlete who receives name, image and likeness (NIL) income is considered self-employed, which means they need to keep taxes and other issues in mind.
