Retirement
SECURE Act Update: Big Changes to Naming a Trust as Beneficiary of Your IRA
Leaving IRA assets to a trust, rather than to individual beneficiaries, can be a strategic move for those looking to exert more control over the distribution of [...]
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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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Medicare 2024: Steep Hikes in Prescription Premiums Coming
The rising cost of prescription drugs in the United States has become a significant concern, particularly for seniors regarding Medicare 2024. Compared to other [...]
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Understanding Changes in Medicare for 2024 – Telehealth & Cost
In 2024, Medicare is set to undergo significant changes that will have a profound impact on America’s seniors. From tax hikes for high earners to expanded [...]
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The New Rules Minimum Distributions from Retirement Accounts
RMD (Retirement) Rules are Changing Recent changes in legislation have brought about new rules and complexities when it comes to withdrawals in retirement [...]
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Boosting Your 401(k) Contributions Can Now Benefit College Aid
The landscape of college financial aid is constantly evolving, and thanks to new federal rules, there’s a promising opportunity for parents to boost their [...]
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Optimizing Your Social Security
With the looming threat of Social Security benefits being cut by 27% in a decade, it is now more important than ever to ensure you maximize your Social Security [...]
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How to Save Taxes with the Net Unrealized Appreciation Strategy
One of the big advantages that employees of public companies have is the ability to accumulate shares of stock in the company for which they work. If you are [...]
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What Should I Do with My 401(k) When I Change Jobs?
As of June 30, 2021, there were approximately 615,000 401(k) plans, with about 65 million participants and millions of former employees and retirees. This [...]
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Retirement Trends in 2023: Maximizing Plan
What is the Maximum 401(k), 403(b) or 457 (retirement) Contribution in 2023? As the cost of living continues to rise, so does the need to save for retirement. Here [...]
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