Blog

Leave Your Life Story as a Legacy

Providing a legacy to your heirs encompasses more than leaving material goods, such as life insurance proceeds, funds in a retirement account...

Continue Reading

New Retirement Savings Rule For 2025

In 2025, participants in 401(k) or other employer provided retirement plans who are ages 60 through 62...

Continue Reading

The Roth IRA Five-Year Rule

“Am I confused about the five-year restrictions associated with Roth conversions…, to what extent will I be able to withdraw the amounts I converted without taxes or a penalty?”

Continue Reading

Taking Advantage of a Spousal IRA

When you file a joint return, and as long as one spouse has earned income, contributions can be made to the IRA of a nonworking spouse...

Continue Reading

The 529 Grandparent Loophole

The FAFSA Simplification Act, an overhaul of the processes used to award federal student aid, will become finalized in the 2024-25 school year...

Continue Reading

Is Your Cyber Seatbelt Buckled?

In the United States today, all but one state require occupants to wear seatbelts when riding a motor vehicle….

Continue Reading

You May Pay More Into Social Security in 2024...

The Social Security tax, withheld from each paycheck, stops once your income reaches a certain amount...

Continue Reading