More on Federal Estate Tax Exemptions
Law firms are talking with clients about being prepared in case there is a reversion to the lower exclusion amounts found in the 2017 Tax Cuts and Jobs Act.
Is It Worth Your Time to Research Your Adviser?
You can find out the disciplinary history of the investment firm or the individual who handles your money, but it can take some time to work through the details.
It’s Time to Check Mutual Fund Capital Gains Distributions
If you own mutual funds outside of your retirement accounts, be sure to check on upcoming capital gains distributions. You may still have time to avoid paying taxes on those gains.
Timing Is ‘Right Now’ for QCDs
If you have not yet taken your required minimum distributions from your IRAs for 2024 and are interested in donating to a charity, a QCD can solve both issues.
New Limits on Retirement Accounts Announced
From IRAs to 401(k)s, the limits for 2025 retirement contributions have been revealed by the IRS.
Couples, Longevity and Financial Dislocation
Couples must consider preparing in advance for financial, tax and legal questions that need to be understood by the survivor.