Taxes
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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States Contemplate “Mansion Tax” to Fund Affordable Housing
As the affordable housing crisis continues to grip many parts of the country, state and local governments are exploring innovative solutions to generate funding [...]
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529 College Savings Plans: Better Than Ever in 2024
As college costs continue to rise, it’s more important than ever to have a solid plan in place to finance your child’s education. Fortunately, 529 [...]
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RMD Relief for Beneficiary IRA Account Holders
The recent changes in the rules governing inherited retirement accounts have given heirs a significant advantage – more time to keep their money and plan [...]
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Remote Workers Beware: Double Income Taxation Looms
Remote workers may face the unexpected burden of double income taxation based on their work location. This issue arises when employees work remotely from a state [...]
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