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10 Years and Counting: Retirement is approaching! Thumbnail

10 Years and Counting: Retirement is approaching!

If you're a decade or so away from retirement, you've probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend more time with friends and family? Should you consider relocating? Will you continue to work in some capacity? Will changes in your income sources affect your standard of living?

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There's Still Time to Fund an IRA for 2023 Thumbnail

There's Still Time to Fund an IRA for 2023

The tax filing deadline is fast approaching, which means time is running out to fund an IRA for 2023. If you had earned income last year, you may be able to contribute up to $6,500 for 2023 ($7,500 for those age 50 or older by December 31, 2023) up until your tax return due date, excluding extensions. For most people, that date is Monday, April 15, 2024.

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Retirement Planning Key Numbers for 2024 Thumbnail

Retirement Planning Key Numbers for 2024

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. Overall, more than 60 provisions have changed. While these taxes are not due for some time, it may benefit you to start thinking ahead. Some of the key 2024 numbers are listed below, with the corresponding limit for 2023

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White Elephant Inheritance Thumbnail

White Elephant Inheritance

A "white elephant" is a gift that may cause more issues than it resolves, much as an elephant might eat an unwitting recipient out of house and home. It's an asset that comes to you via gift or inheritance and needs to be quickly sold, liquidated, or transferred to avoid further expenses of time or money. In such cases, it is crucial to understand how to disclaim an inheritance properly and avoid holding the burden. The average American household stands to inherit $46,200. Not all those bequeathments are straight cash, and some might prove inconvenient or troublesome.

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