🔑 5 keys to a financial aid appeal
Let’s shed some light on the appeals process with 🖐 pieces of advice.
5 Steps for Handling Your Tax Bill
Have you just completed your taxes and discovered that you owe way more than you expected? Don't panic. There are several ways to bring that hefty tax bill down.
Is My Social Security Benefit Taxable?
Did you know that your Social Security benefits could be taxable? Many Social Security recipients are surprised to learn Social Security benefits can be taxable at the FEDERAL level, depending on income level.
Leaving a big IRA to your kids?—Why this strategy is coming to an end
Before the last major tax reform act, if a married couple died, they could leave their IRAs and 401(k)s to their adult children who could begin taking small payouts, known as Required Minimum Distributions (RMDs). These distributions were based on the adult child’s life expectancy.
Required Minimum Distributions – Are You Confused?
There have been several changes in the rules for taking Required Minimum Distributions (RMDs) over recent years. This blog focuses on RMDs for your own retirement accounts only. This article does NOT address Inherited Retirement Accounts. When Must I Start Taking my RMD?
Does who you name as beneficiary on an account matter?
Wills and Trusts (along with other estate planning documents) are important for sure but did you know that a beneficiary named on your accounts or life insurance can supersede one’s wishes in their estate planning documents?