Often overlooked retirement plans for the self-employed
Roughly 25 million small businesses are self-employed individuals and many do not have retirement plans in place.
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Roughly 25 million small businesses are self-employed individuals and many do not have retirement plans in place.
Although the Treasury Department issued proposed regulations for the new 10-year rule in February 2022, heirs are still waiting for final clarification.
Building a solid financial strategy may be the most important first step to help college grads achieve their dreams.
Considerations when relocating and establishing a new domicile to try to save on taxes.
A growing number of families are using 529 plans to save for college.
In addition to birthdays and life changes, such as retirement, age milestones are meaningful for financial planning.
More grandparents may consider funding a 529 plan for their grandchildren as financial aid rules change.
The expiring tax law provides a planning dilemma and opportunity for high-net-worth households concerned about the future of federal estate taxes.
Staying focused on tax planning can help individuals find ways to improve their tax situation throughout the year.
The latest projections about Social Security indicate the trust fund will be able to pay timely benefits until 2034 when the fund will be depleted.