Quick Reference Guide: Tax Numbers
Quickly access annual retirement plan limits and other tax figures throughout the year using this handy reference guide. It covers most IRS and Social Security figures for 2022.
Is It Better To Donate Cash Or Stock?
Compare the tax advantages of donating appreciated stock or cash through both direct contributions and bunching gifts into a fund.
As Social Security Rises, So Do Medicare Premiums
Medicare Part B Premiums are set to rise 14.5% in 2022. High-income earners beware of the tax torpedo.
IRS Announces Standard Deduction and Marginal Rates For Tax Year 2022
The IRS released the tax inflation adjustments for Tax Year 2022 including standard deductions and marginal rates.
Financial & Tax Planning To-Do's Before Year-End
A checklist of issues to consider before 2022, including RMDs, tax planning, cash flow, health insurance, estate planning, and more
Financial Considerations For Your Aging Parents
A checklist of issues including cash flow, living arrangements, estate planning, insurance, tax, asset, and debt
How to Avoid Paying Higher Medicare Premiums the First Two Years After Retiring
Retirees at the upper-middle-income or upper-income levels often pay higher Medicare premiums.
Issues To Consider For Moving Out Of State In 2021
This checklist covers key issues to consider during your move, including: cash flow, establishing residency, taxes, and health care
Treasury and IRS extend tax filing and payment deadline to May 17
On March 17, 2021, the Treasury Department and Internal Revenue Service (IRS) announced an automatic extension from April 15, 2021, to May 17, 2021 for federal income tax filing due date for individuals for the 2020 tax year.
Recent Tax Changes: SECURE Act
Congress has made several changes – mostly good – to the rules surrounding retirement plans. In the popular press, these changes are often called the SECURE Act.