Published: Jun 8th, 2022
Why are retirement assets unique in the estate planning process? Generally speaking, IRAs, 401(k)s, and other retirement plan assets do not pass under the client’s will or trust terms but […]
Published: Oct 28th, 2020
The Demise of the “Stretch” IRA The Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted on January 1, 2020. This is the most significant retirement plan legislation […]
Published: Oct 9th, 2019
This massive generation faces unique problems; here are some potential solutions. Since the 1970s, the baby boomer generation (those born between 1946-1964) has been fanatically studied. Are there patterns that […]
Published: Jan 19th, 2018
The “Tax Cuts and Jobs Act of 2017” (TCJA) is the most sweeping tax legislation since the Tax Reform Act of 1986. Consequent changes to the tax code have created […]
Published: Jun 7th, 2017
Due to the widespread use of stock options today, advisors should have a basic understanding of the rules governing contributions of employee stock options to charity. A stock option is […]