Browsing: Retirement

If you want to retire early but don’t have enough financial resources, you can still turn your retirement fantasies into reality by learning from people who…

Introduction to the CCA In a recent Chief Counsel Advice (CCA) issued November 28, 2023 the IRS took the position that modification of a grantor trust,…

In the first few hours of 2024, over 220 U.S. workers will have likely paid all their Social Security taxes for the entire year. In contrast,…

The S&P 500 gained 26.29% during 2023 when you include the return from dividends. This 2023 return more than offset the 18.11% loss during 2022. With…

The Corporate Transparency Act (“CTA”) is upon us. January 1 all new entities have to register with the FinCEN. Unless Congress acts to defer filings for…

A number of CMOs either choose to retire early (their 50’s) or they transition into an entirely different career. As somebody who left the CMO world…

You’ve heard the adage “use it or lose it”. It’s particularly apt in describing what happens as we age. Typically we move less, lose muscle strength,…

If you don’t want to feel poor in your retirement, you’ll want to learn about inflation risk and adopt strategies to mitigate it. Inflation is a…

By Richard Eisenberg, Next Avenue A great feature of traditional Individual Retirement Accounts (IRAs) and employer-sponsored retirement plans like 401(k)s is that their money can grow…

Yes You Have to Update Your Planning Estate planning is about as much fun as getting a root canal. Unless there is a strong driver, like…