Keeping You Informed 

What are the new SECURE ACT 2.0 withdrawal exceptions?

A look at the history of estate taxes, how they have changed over time, and will continue to change in the future. Is your estate prepared for the changes with estate tax?

Are you thinking about your taxes and financial strategies for 2026? If not, you should be. In 2026, a number of tax adjustments that were enacted as part of the 2017 Tax Cuts and Jobs Act (TCJA) are anticipated to expire. For affluent couples, the most consequential change is likely to be a substantial reduction in the estate tax exemption. Presently, the exemption stands at $12.92 million per person or $25.84 million per couple as of 2023.1 However, based on current legislation, these higher exemption amounts will revert to the 2010 level of $5 million, adjusted for inflation, which equates to roughly $6.4 million per person, or $12.8 million per married couple in 2026, representing nearly half of its present value. For estates exceeding these exemption amounts, the federal tax rate will be set at 40%, in addition to state death taxes where applicable

What are the benefits of Social Security? How does Social Security work from birth to retirement?

What are the benefits of tax planning? Rather than procrastinate this tax season, learn why you should think ahead and plan your taxes two years at a time. Preparation is key to seamless tax planning.

What are the 2022 tax return due dates? What do I need to know about filing a tax extension?

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.

This blog is about the 4% rule, including what it is and whether it's a good strategy for retirement income planning.

This blog will explain what Spousal Lifetime Access Trusts (SLATs) are and who they might be good for.

Who Pays the Most Income Tax? How Does My Income Compare?

It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2023 tax year, which most taxpayers will file in 2024.

Whether you're taking a DIY approach to filing your taxes this year or working with a professional, here are 5 filing tips to help make things a little easier.

A clear explanation of this valuable exclusion and how it helps most homeowners.

There have been major changes to retirement plans. Here is a rundown of the new Secure Act 2.0 legislation and how it might impact you.

This article will explain what an NUA strategy is, its potential benefits, and how it works for investors.

Here are some things you might consider before saying goodbye to 2022.

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.

Do you have a long-lost retirement account left with a former employer? Learn how to identify lost retirement accounts and reclaim your money.

This article details the top three provisions in the Inflation Reduction Act that the average American will benefit from the most.

Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.