SECURE Act 2.0 enjoys widespread bipartisan support and builds on SECURE Act 1.0 by strengthening the financial safety net and encouraging Americans to save for retirement. Help clients understand what…
Read MoreWhile Housing Starts reflect real commitments from home builders, there is another index that asks builders to rate housing conditions and the general economy. Compiled by the National Association of…
Read MoreA lack of knowledge leaves individual retirees dumping thousands of dollars out of their own pockets. The graph below says it all. The age at which most people claim Social…
Read MoreOne of the biggest questions that parents with college-bound children puzzle over, is whether their child has a chance for financial aid. This is more confusing than you might think,…
Read MoreTwo years after Equifax’s massive data breach affecting over 140 million people, the credit bureau and the Federal Trade Commission have agreed to a $700 million settlement. The money will…
Read MoreSummer is the perfect time for rising high school seniors to be writing their college essays, well before the hectic onset of their final year in high school.. When school…
Read MoreDistributions taken before an IRA owner reaches age 59½ are subject to a 10% early distribution penalty, unless an exception applies. For those who claim exceptions, it’s vital to maintain…
Read MoreThis is a laugh-or-you’ll-have-to-cry situation. Plus which airlines are most likely to lose your luggage, and a little more humor from the not-as-friendly-as-they-used-to-be skies.
Read MoreA new PLR confirms: When multiple beneficiaries inherit an IRA, each beneficiary is independently responsible for any income taxes and/or penalties assessed on their share of the inheritance. Proper accounting…
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