Think You Won’t Owe Estate Tax?

February 12th, 2021|Categories: Blog|

The current estate tax exemption amount is $11.7 million per spouse before a 40% estate tax kicks in. How many of us even have that many millions to worry about this topic? Stay with me [...]

A New Twist on IRA Tax Planning

February 12th, 2021|Categories: Blog|

The SECURE Act created a new twist in tax-planning when it took away the ability of most non-spouse beneficiaries to stretch their taxable inheritance out over their lifetime and instead forces them to take the [...]

The Retirement Income Teeter Totter

November 13th, 2020|Categories: Blog|

The continued uncertainty of the economy and stock market has millions of Americans worried that their retirement could be rocky and unstable. When the stock market is roaring, it’s easy enough to believe that potential [...]