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Is Retirement a Good Time for Roth Conversions?
If you think retirement planning moves stop at retirement, think again. For high earners, converting an IRA to a Roth IRA while you’re still working
2024 IRS Contribution Limits For IRAs, 401(k)s, and More
The IRS has released the 2024 contribution limits for retirement plans and other cost-of-living adjustments. Also, the 2024 income tax brackets and long-term capital gains
Deciding What To Do When You Inherit A House
Of all the types of assets, real estate is usually the most emotional. It is, after all, difficult to make memories in a mutual fund
Starting a Home Renovation? Don’t Ignore These Key Insurance Risks
More homeowners have been renovating their homes instead of buying due to housing prices. While continuing to build equity in your home can be advantageous
Should You Exercise Stock Options During a Pre-IPO Window?
Is exercising stock options right before a company goes public a good idea? Employees with pre-IPO incentive or non-qualified stock options often wonder if they
Selling a Business? Brokers Share Tips on How to Maximize the Sale Price
The sale of a business marks a major life event. It’s emotional, stressful, and exciting all at the same time. And unfortunately, it’s often a
Planning to Retire Early? Now You Need to Figure Out What to Do Next.
Who doesn’t love the sound of an early retirement? For many busy executives and business owners, slowing down and enjoying your financial success early in
Beneficiaries of Inherited IRAs Get More RMD Relief — For Now
A few years ago, if you inherited an IRA from a parent, the distribution rules were simple: you could stretch withdrawals over your life expectancy.
True Cost of Owning a Second Home
Owning a second home or vacation property can sound enticing. But it can also be very expensive, both in terms of time and money. There
Managing Sudden Wealth
There are many ways individuals become suddenly wealthy. Depending on the nature of the windfall, planning opportunities and considerations will vary. For example, the tax
Hold Cash or Invest? History Shows Cash Isn’t King for Long
Should you hold cash or invest in the market? Attractive yields on savings and cash-like investments can make it tempting to hold cash instead of
What to do After the Death of a Spouse
Losing a spouse can be an overwhelming and emotional experience. While it’s possible to organize financial documents ahead of time, there’s no way to truly
Financial Planning for a Divorce
There are many financial planning considerations before, during, and after a divorce. A key part of the process from a financial standpoint is dividing the
Market Outlook: 3 Reasons Long-Term Investors Should Be Optimistic
It seems like bad news is inescapable these days. For much of last year, even good news about the economy was bad news for markets.
How to Negotiate Equity in a Private Company or Startup
Working for a startup can pay off big financially, but a lot must go right along the way. If you are considering taking a job
You Shouldn’t Always Delay IRA Distributions
The Secure Act 2.0 just upended retirement planning…again. The age when retirees must begin drawing from non-Roth retirement accounts increases to 73 in 2023, then
5 Big Changes to Roth Accounts in Secure Act 2.0
The Secure Act 2.0 was signed into law December 29th, 2022, bringing more major changes to tax law. Among the most notable changes include a
Secure Act 2.0 to Bring Sweeping Changes to Retirement Rules
Congress is once again poised to make sweeping changes to the retirement and tax rules in the last two weeks of the year. The Secure