Leaving Your Job? How to Handle Company Stock in Your 401(k)
401(k) Company Stock Rules: What to Know Before You Roll Over Conventional wisdom dictates that, when leaving a job, you should generally roll over the balance of your employer-sponsored qualified […]
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 […]
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 […]
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 […]
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 […]
FAFSA 2026-2027 Update: What Students and Families Need to Know
The Free Application for Federal Student Aid (FAFSA) form for the 2026-2027 school year is now available. The FAFSA was significantly enhanced under the Consolidated Appropriations Act (CAA) of 2020. […]
2025 Year-End Planning & Tax Update Webinar Recording
2025 Year-End Update Webinar Recording Ready to make confident, year‑end tax decisions? Our on‑demand webinar explains what the newly enacted tax changes mean for individuals and businesses, highlights strategies to […]
November Ekes Out a Gain
While the tech-heavy Nasdaq Composite slipped last month, both the Dow Jones Industrial Average and the S&P 500 shook off a modest mid-month decline to notch their seventh consecutive monthly […]
Phantom Income Tax Implications
Imagine receiving a tax bill for income that never made its way into your bank account. It sounds like a mistake, but it’s not. This is the result of phantom […]