by Admin | Apr 1, 2021 | Unordered Posts
Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. Recently, the $2 trillion “Corona virus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19...
by Admin | Mar 27, 2021 | Unordered Posts
What is cost basis? Stepped-up basis? How does the home sale tax exclusion work? At some point in our lives, we may inherit a home or another form of real property. In such instances, we need to understand some of the jargon involving inherited real estate. What does...
by Admin | Mar 27, 2021 | Unordered Posts
What role should taxes play in your investment decisions? Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from both after age 72. However, if you have saved and invested much of your life, you may also...
by Admin | Mar 20, 2021 | Unordered Posts
Thinking about coverage as you enter a new phase. With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very likely be at the height of your earning power and fast approaching peak savings...
by Admin | Mar 20, 2021 | Unordered Posts
You may be surprised to learn what is and is not covered. If you have a homeowners insurance policy, you should be aware of what this insurance does and does not cover. These policies have their limitations as well as underrecognized perks. Some policies insure actual...
by Admin | Mar 13, 2021 | Unordered Posts
Well-being is one of the most admired mental and physical states for many people in their sunset years. For now, there is no consensus around a common definition of well-being, but there is general agreement that at a minimum, well-being includes the presence of...
