For retirement reform, the next stop is the Senate
May 11, 2022
Following House passage of the retirement reform bill known as SECURE 2.0, the next stop to advance this comprehensive bill will be in the Senate.
Latest
Saving still a priority as student loan forgiveness is debated
The future of student loan forgiveness proposals is still under debate highlighting the need to save for college.
Looking beyond the basics of RMDs
While many retirees know the basics of RMDs there are many aspects of the process that may not be fully understood.
How to be smart about taxes in the year ahead
With the 2021 tax filing deadline over, it may be time to think about planning strategies for taxes for the rest of the year.
Putting your tax refund to work
With an average tax refund of more than $3,000 many taxpayers are planning to save the funds this year and pay down debt or save for the future.
Potential new taxes could drive businesses to change structure
Lawmakers are considering potential new taxes that could lead businesses to consider changing their structure from an S-Corp to a C-Corp.
SECURE 2.0 clears a key hurdle
The House passed SECURE 2.0 that expands on landmark retirement legislation enacted in 2019.
How business owners may maximize a valuable tax benefit
For some businesses, one of the most valuable tax benefits available is the deduction for qualified business income.
Leading tax topics on the minds of financial advisors
SECURE Act regulations, the SALT deduction, and Roth IRA strategies were among the leading tax topics raised by financial advisors at a recent webcast.
Four estate planning ideas for 2022
Consider these estate planning ideas this year that may help lessen the tax burden in the future.