Keeping You Informed 

Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.

Our economy and society will change as more and more baby boomers retire.

This blog is about why retirement planning looks different for women than it does for men and what we can do to help more women retire comfortably.

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?

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.

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

Help your clients and contacts to understand the whens and wherefores of adjusting their retirement strategies with our new article.

What changes has the IRS made for required minimum distributions for 2023?

Premiums, deductibles, and coinsurance amounts for Original Medicare generally change every year. What are the 2024 costs?

New IRS limits on Benefits and Compensation for 2024.

This article will be about the unique considerations and tactics that military families should keep in mind when approaching retirement planning.

Receiving Social Security benefits is advantageous in retirement, but like almost every other form of income, these benefits are taxed by the government. To accurately predict your retirement income (and taxes), it’s important to understand how Social Security benefits are taxed. Here, we explain everything you need to know about Social Security benefit taxation. How are social security benefits taxed? What are the social security tax thresholds? How do I maximize my Social Security benefits?

Our latest article provides a comprehensive overview of this federal law and its impact on retirement planning.

Ever considered retiring early? Discover the perks, financial considerations, and surprising reasons why many are choosing to retire ahead of schedule.

Whether you are new to equity compensation or simply looking to learn more, this article provides a comprehensive guide to the different types of equity compensation, how they work, and their potential risks and rewards.

Early retirement sounds great, but have you thought it through completely? Here are some things you want to think about before deciding to retire early.

What are the new SECURE ACT 2.0 withdrawal exceptions?

How does the Secure 2.0 Act impact small business?

As you approach your retirement years, your living situation may change. Let's look at the benefits and considerations of both downsizing and upsizing in retirement to help you decide what's best for you.

Should I rollover my retirement plan? Three out of five households who owned traditional IRAs in 2022 had executed at least one IRA rollover from an employer-sponsored retirement plan. These were the top reasons for the most recent rollover.