With three major pieces of tax legislation passed in the last four years, we enter 2024 with more nuances, more inflation adjustments, more expiring tax breaks, and more rules to follow. Here are the highlights. To see all the details,READ MORE
Tax Planning
It takes a lot of planning to design a successful retirement strategy. Saving and investing enough to fund a comfortable retirement is critical, but there are other things to consider as well. Your lifestyle, where you’ll live, medical expenses, pension,READ MORE
In our recent article, Retirement Planning Update: SECURE Act 2.0, we discussed some of the key features of the Act as they pertain to retirement planning. Here are some additional noteworthy features of SECURE Act 2.0. Reduced Penalties for missingREAD MORE
Inflation was the big story in 2022, and for 2023 it brings some benefits (increased social security benefits, bigger tax deductions) but also some detriments (higher Medicare surcharges). The SECURE Act 2.0, which was passed at year-end, will have aREAD MORE
The $1.7 trillion-dollar Omnibus Spending Bill just passed by Congress contains provisions that are incredibly significant to retirement planning. So much so that they received their own name: “SECURE Act 2.0.” Here are some of the changes most applicable toREAD MORE