Browsing: Retirement

Congress expanded a tax trap for many owners of traditional IRA and 401(k) accounts when the SECURE Act 2.0 was enacted in December 2022. The law…

With all the talk lately about a looming recession, I’ve been thinking about strategies that retirees and pre-retirees can adopt to protect themselves from severe financial…

The issue of teacher shortages is a problem plaguing schools and communities across the nation, and one that is reaching crisis levels. Historically, a majority of…

Perhaps you are familiar with sibling rivalry. It’s common, but when it surfaces in the face of managing an aging parent, sibling relationships can explode. Here’s…

Estate taxes aren’t a widespread concern today but will be if Congress changes the rules or lets the 2017 tax law expire at the end of…

Recently, Hank, a veteran, wrote me to say he doesn’t understand why veterans have to pay a penalty just because they don’t enroll in Medicare Part…

A measure to close North Dakota’s public pension plan is headed to Governor Doug Burgum’s desk for signature. Before enacting the measure, the state’s chief executive…

Step Transaction Doctrine May Ruin Your Estate Plan The What Doctrine? While the step-transaction doctrine might sound arcane it is one of many tax constructs that…

The craziness of tax season is now behind us, and we are rapidly approaching the slow and sleepy summer season. Before investors checkout for a few…

By Nancy Collamer, Next Avenue Since late 2022, a steady stream of companies have announced layoffs, most notably in the tech sector. In recent months, the…