taxes

401k Catch Up Contributions are Changing in 2024 – Be aware

2023-07-17T09:40:03-07:00

If You Make Over $145,000, You May Have to Pay Taxes on Your Catch-Up Contributions Planning for retirement is a crucial aspect of financial management, and catch-up contributions have long been a valuable tool for individuals looking to boost their savings. However, changes are on the horizon that may impact high-earning individuals who make [...]

401k Catch Up Contributions are Changing in 2024 – Be aware2023-07-17T09:40:03-07:00

Investment Implications of the New Tax Law

2018-01-08T18:22:37-08:00

After more than a year of political posturing and investor anticipation, Congress finally approved a $1.5 trillion tax cut, the most sweeping U.S. fiscal overhaul since 1986.   The 2017 Tax Cuts and Jobs Act was signed into law by President Trump last Friday, December 22, meeting his pledge to deliver tax reform [...]

Investment Implications of the New Tax Law2018-01-08T18:22:37-08:00

When It Comes to Retirement, Timing Is Everything

2016-12-14T17:05:25-08:00

Most everyone dreams of the day they can finally retire and live the life of leisure. Yet recent evidence suggests that most near-retirees and retirees need to do a better job of timing and long-term planning. One study, conducted by the Society of Actuaries, looked at retirement risk factors and concluded that while decisions around [...]

When It Comes to Retirement, Timing Is Everything2016-12-14T17:05:25-08:00

The Phases of Retirement: Updating Your Finances for Your Changing Lifestyle

2016-12-14T17:05:25-08:00

Although many Americans now plan for a retirement up to 20 years, your retirement may last much longer. Believe it or not, living nearly a century may someday soon be almost commonplace. As a result, rather than thinking of retirement as the final stage of life, a more realistic approach may be to view it [...]

The Phases of Retirement: Updating Your Finances for Your Changing Lifestyle2016-12-14T17:05:25-08:00

Shielding Retirement Assets From Taxes

2016-12-14T17:05:25-08:00

For many investors, a large portion of their investments are held in 401(k)s, IRAs, or other tax-favored retirement vehicles. While these accounts can be ideal for sheltering retirement savings from taxes both preretirement and post-retirement, they can also be highly vulnerable to tax losses in an estate, if they are not bequeathed properly. For instance, [...]

Shielding Retirement Assets From Taxes2016-12-14T17:05:25-08:00

Real estate laws on the move

2016-12-14T17:05:34-08:00

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Real estate laws on the move2016-12-14T17:05:34-08:00

Private equity firm takes control

2016-12-14T17:05:35-08:00

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into [...]

Private equity firm takes control2016-12-14T17:05:35-08:00

Tax litigation at your door

2016-12-14T17:05:35-08:00

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into [...]

Tax litigation at your door2016-12-14T17:05:35-08:00

Entertainment industry acquisitions

2016-12-14T17:05:36-08:00

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into [...]

Entertainment industry acquisitions2016-12-14T17:05:36-08:00
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