Retired or Retiring Soon? How to Appeal Higher Medicare Premiums (IRMAA)
Retired (or Soon Will Be)? How to Appeal Higher Medicare Premiums If you recently retired or soon will, and you’re enrolled in Medicare (or will be), it’s critical to understand […]
Tax Records Retention: What to Keep, What to Toss
With tax season in the rearview mirror, many individuals and business owners wonder how long they should hold on to tax-related records — and what can safely be discarded. Different […]
Stepped-Up Basis Rules Are More Important Than Ever in Estate Planning
Because of recent tax law changes, income taxes — not estate taxes — are now a more significant focus in estate planning. And one key planning area is the step-up […]
7 Tax Planning Opportunities for Taxpayers Age 50 and Older
7 Tax Planning Opportunities for Taxpayers Age 50 and Older Tax planning doesn’t stop at retirement—it often becomes more important. The Internal Revenue Code has long included provisions designed to […]
Geopolitical Conflict and Markets: A Historical Perspective
Focus Partners Advisor Solutions – March 2, 2026 Recent geopolitical developments, including renewed conflict in the Middle East, have understandably raised questions for investors. Headlines can feel unsettling, particularly when […]
March Madness—Smart Tax Moves That Save You Money
The April 15th tax deadline is just around the corner. For some, you’ll file and be done with the madness sometime in March. Others will sneak in just under the deadline. […]
Spousal IRAs: Retirement Savings Rules
Spousal IRAs Explained: Retirement Savings Rules for 2026 Not all married couples earn dual incomes. During the course of a marriage, one spouse may leave the workforce to care for […]
When Is the Last Time You Reviewed Your Account Beneficiaries?
In today’s fast‑paced world, it’s easy to lose track of important financial details, including when you last reviewed your account beneficiaries. Life circumstances may change after an account is established, […]
Qualified Charitable Distributions: A Smart Tax Strategy for Retirement Giving
Qualified Charitable Distributions: A Smart Tax Strategy for Retirement Giving Gigi G. LeKites, CFP®, CRPC® Qualified Charitable Distributions (QCDs) can be a great way to support the causes you care […]
Are You Ready for the New Roth Catch-Up Contribution Rules?
Catch-up contributions have long been a way for taxpayers to put more dollars into their retirement accounts as they get older. But the Setting Every Community Up for Retirement Enhancement […]