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12 Top Tax Questions About Capital Gains, Losses and Worthless Securities

12 Top Tax Questions About Capital Gains, Losses and Worthless Securities From: www.thinkadvisor.com This year has been one long roller-coaster ride for investors. Despite November’s stock market rally, the S&P…

Second Marriage And Estate Planning: 5 Things You May Not Have Considered

Second Marriage And Estate Planning: 5 Things You May Not Have Considered From: www.forbes.com Getting married for a second time is fairly common. But the financial and estate planning issues…

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What Proposed IRA Updates Could Mean for Your Retirement – and Your Kids

What Proposed IRA Updates Could Mean for Your Retirement – and Your Kids From: www.kiplinger.com The SECURE Act is not a done deal yet, but it makes sense to watch…

50 Years Later, Was Erisa Worth It?

50 Years Later, Was Erisa Worth It? From: www.morningstar.com Our analysis reveals how the landmark law has affected workers’ retirement income. In 1974, Congress transformed the American retirement system. By…

Will You Get What Social Security Promises?

Will You Get What Social Security Promises? From: www.nerdwallet.com The estimate you receive may be too low if you’re young and too high if you’re older. The Social Security Administration…

Rules For Changing Domicile To Reduce State Income Taxes

How To Effectively Change Domicile For Tax (And Other) Benefits From: www.kitces.com Executive Summary “Home is where the heart is.” Or at least that’s what they say. When it comes…

The 6 Big Retirement Mistakes — and One Way to Avoid Them

The 6 Big Retirement Mistakes — and One Way to Avoid Them From: www.nerdwallet.com Retirement mistakes can increase the chances of outliving your money. Getting an objective second opinion can…

Can a Trust Transfer an IRA to a Trust Beneficiary?

…the same or a different IRA provider. The new account is titled “[Beneficiary’s Name], as beneficiary of [Decedent’s Name]” or “[Decedent’s Name], for benefit of (fbo) [Beneficiary’s Name].” The trustee…

The Financial Statements…explained on ONE page

The Financial Statements…explained on ONE page From: www.linkedin.com (Josh Aharonoff, CPA) It doesn’t matter what industry you are in… EVERYONE should understand how to read financial statements When you understand…

5 reasons Americans are retiring later in life

…Frank O’Connor, vice president of research at the Insured Retirement Institute, a trade group and lobby. “One [defined-benefit] is an income payment, and the other one [defined-contribution] is just a…

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