SECURE Act: Congress passes landmark retirement legislation
The passage of this landmark legislation represents the most significant changes to the retirement industry since the Pension Protection Act (PPA) of 2006.
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Keep your estate plan on track with a beneficiary review
Year-end is an opportune time to offer a beneficiary review to ensure that accounts are up-to-date.
Families can super-size college savings with a year-end gift
Consider giving the gift of education this year with several strategies, including a super-size contribution, to a 529 college savings plan.
Medicare participants may need to bear more costs in 2020
The Centers for Medicare and Medicaid Services (CMS) has published changes to 2020 premiums and deductibles.
When donating to charity, investors may want to explore this IRA strategy
Investors may want to consider using an IRA strategy to direct donations to charity and receive a tax advantage.
Proposed RMD changes could help retirees keep more of their savings
The federal government wants to update the life expectancy projections that investors use to calculate an RMD from retirement accounts.
Three key changes for Social Security in 2020
Some key changes for Social Security are planned for 2020 and will impact millions of retirees as well as current workers paying into the system.
Gauge your tax bracket to drive tax planning at year-end
There is one important number for investors to know that can drive tax planning strategies at year-end: their marginal tax bracket.
At year-end, consider lumping charitable gifts
With new limits to tax deductions under tax reform, investors may consider lumping charitable gifts into one year to achieve a tax deduction.
Year-end deadline approaches for opportunity zone tax break
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.