June 13, 2022
Planning for Reverse Mortgages Due to current inflation rates, some individuals are suffering from cash flow issues. If you are age 62 or older and have […]
June 10, 2022
Planning for Virtual Currency Virtual currency (also known as cryptocurrency), such as Bitcoin, has been increasing in popularity. Virtual currency may be used to pay for […]
June 6, 2022
Check Your Deduction Strategy It’s generally best to itemize your deductions if you have significant personal expenses. However, don’t rule out the standard deduction. For 2022, […]
June 3, 2022
Time Investment Gains and Losses Under the current rules, the 2022 federal income tax rates on long-term capital gains are 0%, 15%, and 20% for most […]
May 30, 2022
Take Advantage of Lower Tax Rates on Investment Income Income from an investment held for more than one year is generally taxed at preferential capital gains […]
May 24, 2022
Proposed regs for inherited IRAs bring unwelcome surprises Back in late 2019, the first significant legislation addressing retirement savings since 2006 became law. The Setting Every […]
April 14, 2022
In 2019, the bipartisan Setting Every Community Up for Retirement Enhancement Act (SECURE Act) — the first significant legislation related to retirement savings since 2006 — […]