WEBINAR – Financial Fitness 2025: Key Information and Strategies to Help You Navigate the Year Ahead
Finances play a significant role in our lives, affecting stress levels, relationships, and overall well-being. Now is the perfect time to look at various aspects of your life and develop […]
8-Step Year-End Checklist
HARVESTING LOSSES Even in the best of times, not every investment may perform as expected. Tax-loss harvesting refers to selling a security in a taxable brokerage account that is worth […]
Have You Considered a Backdoor Roth IRA Conversion?
Traditional IRAs are a well-known, tax-deferred retirement saving vehicle. But they come with a major downside: You’re taxed on withdrawals. Roth IRAs eliminate this downside. You can take federal-income-tax-free qualified […]
WEBINAR: 2024 Year-End Planning & Tax Update
Click below to watch our 2024 Year-End Planning & Tax Update led by Douglas W. McCabe, CPA, Esq., Emilee N. Snader, CPA, and Gigi G. LeKites, CFP®, CRPC®. This one […]
8 Steps Toward Enhanced Financial Security
During uncertain times, you may be concerned about the effects world events will have on your financial affairs. Of course, there are no absolute guarantees of protection, but shoring up […]
Roth 401(k) Plans Have New Appeal for Employers
The traditional 401(k) plan is the most popular qualified retirement plan in the United States. As of March 31, 2024, Americans held $7.8 trillion dollars in 401(k) plans (out of […]
Smart Tax Planning Pays Off
If you’re financially successful or expect to become so, taxes are or will become one of your biggest expenses — and most people want to minimize their tax obligations. Roughly […]
Is Your Estate Plan Bulletproof? Techniques to Help Avoid Fighting Later
An inherent problem with wills and other estate planning documents such as trusts is that, when the time comes to put them into action, you won’t be around to explain […]
IRS Issues New Final Regs on RMDs
The IRS has just released final regulations on required minimum distributions (RMDs) from qualified plans and traditional IRAs. The much-anticipated final regs provide guidance on tax law changes made by […]
Legitimate Ways to Avoid a 10% Penalty Tax on Early IRA Withdrawals
In a pinch, you may need to take some money out of your traditional IRA (or IRAs) before you reach age 59½. The IRS refers to these distributions as “early […]
