The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes ...
Executive Summary The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range ...
Executive Summary Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can ...
Executive Summary The passage of the Affordable Care Act in 2014 introduced many changes to the healthcare landscape in the ...
Executive Summary Roth conversions are, in essence, a way to pay income taxes on pre-tax retirement funds in exchange for ...
Executive Summary In recent years, numerous software solutions have sprung up that aim to automate the process of tax-loss harvesting. ...
Executive Summary As an individual begins planning for retirement, one of the factors often considered is whether (and where) they ...
Executive Summary Tax-loss harvesting – i.e., selling investments at a loss to capture a tax deduction while re-investing the proceeds ...
It is hard for me to believe that the US Supreme Court is hearing the case of Jack Daniels vs...
Read moreCOVID-19 is still raging throughout the U.S., and in much of the world it has never stopped doing so. Safe...
Read moreEnjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that...
Read moreby Dennis Crouch In a prior post, I mentioned that the Copyright Office had canceled the registration for “Zarya of...
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