The passage of this landmark legislation represents the most significant changes to the retirement industry since the Pension Protection Act (PPA) of 2006.
Year-end is an opportune time to offer a beneficiary review to ensure that accounts are up-to-date.
Consider giving the gift of education this year with several strategies, including a super-size contribution, to a 529 college savings plan.
The Centers for Medicare and Medicaid Services (CMS) has published changes to 2020 premiums and deductibles.
Investors may want to consider using an IRA strategy to direct donations to charity and receive a tax advantage.
The federal government wants to update the life expectancy projections that investors use to calculate an RMD from retirement accounts.
There is one important number for investors to know that can drive tax planning strategies at year-end: their marginal tax bracket.
Under a program created by the Tax Cuts and Jobs Act, investors can receive a tax break on capital gains if they invest those gains in an opportunity zone.