5 considerations for your Social Security strategy
As you prepare to start claiming benefits, be sure to ask yourself these questions. This year, about 67 million Americans will receive over one trillion dollars in Social Security benefits. …
The ins and outs of nonqualified deferred compensation
A versatile tool that can help enhance the benefits package you offer your employees. What is an NQDC plan? While nonqualified deferred compensation (NQDC) plans can vary slightly from one …
Don’t give in to inflation panic
Dealing with inflation and a bear market as you near retirement. Itʼs hard to see your portfolio dip and not panic – especially as you near retirement. Coupled with record …
Retiree in training
Practice makes perfect when it comes to retirement. Are you ready to retire? Are you sure? Think about it before you say, “Yes!” Most of us really look forward to …
Does your business qualify for this notable tax deduction?
Pass-through entities now have a more level planning field with businesses that benefited from the 2017 corporate tax reduction. You might recall that the Tax Cuts and Jobs Act, enacted …
Tailor your taxes for retirement
From withdrawals to conversions, taxes in retirement can be a balancing act. After a fruitful career and plenty of practice paying taxes, you may feel prepared for the tax man …
Mitigating surtaxes faced by high-income earners
Thoughtful, proactive planning can help high-earning taxpayers reduce their net investment income tax and additional Medicare tax bills. Every investor should have a thoughtful tax strategy, and for those that …
Taxation of Investments
It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time to fill out your federal income tax return. At that point, you may be left …
5 reasons wealth transfers fail
Knowing these common legacy pitfalls can help your family avoid them. Family coach and author Roy Williams surveyed more than 3,000 families and found that over 90% of family wealth …
Should your estate plan address addiction?
Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision. Planning to pass down your legacy often requires you to address difficult …
