Taxes
3 Economic Benefits of Hiring a Spouse
In the realm of small business ownership, strategic financial planning is crucial for maximizing profitability and minimizing tax liabilities. One often-overlooked [...]
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Congress Proposes Caps on IRAs and Eliminating Backdoor Roth Conversions
In recent years, populist movements have gained significant traction in American politics, influencing policy debates across the spectrum. Among the proposals [...]
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Can Trump Really End Taxes on Social Security?
During his 2024 presidential campaign and subsequent second term, President Donald Trump repeatedly pledged to eliminate federal income taxes on Social Security [...]
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Is Social Security Solvent?
Is Social Security Insolvent? Social Security, a cornerstone of the American social safety net, provides critical financial support to retirees. Established in [...]
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Is Social Security Solvent?
Social Security solvency refers to the ability of the Social Security program, specifically the Old-Age, Survivors, and Disability Insurance (OASDI) trust funds, [...]
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Social Security Changes for 2025
In 2025, several significant changes to the U.S. Social Security system have been implemented, reflecting both economic adjustments and legislative decisions that [...]
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When Pensions Reduce Social Security Benefits
Many teachers and other public sector employees may be surprised to learn that their retirement benefits could be significantly impacted by what are known as [...]
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Important Considerations Regarding Taxes & Gifting
The Tax Cuts and Jobs Act (TCJA) has introduced substantial changes that savvy clients need to consider for gifting and charitable giving, particularly as we [...]
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2025 Social Security COLA May Be Lowest Since 2021
The latest Consumer Price Index data reveals a slight dip in the projected Social Security cost of living adjustment (COLA) for 2025, from 2.63% to 2.57%, as [...]
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401(k) & IRA Alert: Max contributions rise in 2024
The Internal Revenue Service (IRS) has announced significant increases to the contribution limits for 401(k) plans and individual retirement accounts (IRAs) in [...]
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Recent posts
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Can Trump Really End Taxes on Social Security?
May 24, 2025 -
Is Social Security Solvent?
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