The rules for required minimum distributions (RMD) can be challenging to navigate. New regulations that update the life expectancy tables to be used add another…
An Unconventional Tax Saving Strategy for Parents of College Students
Part 2—Lifetime Learning Credit
In Brief The Lifetime Learning Credit (LLC) and the American Opportunity Credit (AOC) offer significant tax savings for education expenses. This second article in a…
An Unconventional Tax Saving Strategy for Parents of College Students
Part 1–American Opportunity Credit
In Brief The American Opportunity Credit (AOC) and the Lifetime Learning Credit (LLC) have been topics of discussion for their utility in helping to fund…
ICYMI | The Secure Act Ushers in Sweeping Retirement Plan Changes
Greater Incentives and Flexibility for Employers and Employees
The Setting Every Community Up for Retirement Enhancement (Secure) Act was signed into law on December 20, 2019, with little fanfare. However, the Secure Act…
ICYMI | What to Do About Estate Planning Now
Contemplating the Impact of Proposed Legislation
The past year was a wild one for estate planning, as high-net-worth individuals raced to complete planning before the end of the year, not knowing…
The Secure Act Ushers in Sweeping Retirement Plan Changes
Greater Incentives and Flexibility for Employers and Employees
The Setting Every Community Up for Retirement Enhancement (Secure) Act was signed into law on December 20, 2019, with little fanfare. However, the Secure Act…
What to Do About Estate Planning Now
Contemplating the Impact of Proposed Legislation
The past year was a wild one for estate planning, as high-net-worth individuals raced to complete planning before the end of the year, not knowing…
Untangling the Inherited IRA Rules, Part II
COVID-19 and Other Updates
In Brief Retirement has always required difficult choices and prudent planning. A myriad of regulatory changes and emergency legislation passed to address the coronavirus (COVID-19)…
Time-sensitive circumstances make estate and insurance planning in 2021 an important consideration. The three major factors that will influence planning in the coming months are…
In Brief In an attempt to alleviate the burden of student debt on U.S. borrowers, the federal government offers a Public Service Loan Forgiveness program,…
Estate Tax Advice Today
The Impact of Coronavirus, the CARES Act, Low Interest Rates, and Market Declines
In Brief The COVID-19 pandemic has put the economy in a precarious state, but certain effects of the downturn, such as historically low interest rates…