Parents Can Now Use 529 Plans to Pay for Private School, But Should They?
Updated for 2023. Should you use a 529 plan to pay for private school? The 2017 tax reform legislation included sweeping changes to our tax
Updated for 2023. Should you use a 529 plan to pay for private school? The 2017 tax reform legislation included sweeping changes to our tax
If your spouse has named you as a beneficiary on their traditional IRA, SEP IRA, or SIMPLE IRA, you will need to understand your options
Buying, Selling, Financing, and Inheriting Real Estate Real estate is often a big part of an individual’s net worth, whether by accident or design. In
Updated for 2023. If you have nonqualified stock options (NQSOs or NSOs) it is important to understand how your stock options will be taxed and
Inheriting a home, such as the family home or a vacation home can be emotional. As you begin to sort through the emotional and practical