An IRA can be a valuable tool in anyone's retirement and estate planning toolbox. But what if you're not satisfied with your investment options or portfolio performance? One...
Should You Set Up a Self-Directed IRA?
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How to Transition into a Comfortable Retirement
You've been planning and saving for decades, and now retirement is looming on the horizon. As the time to implement your retirement plan approaches, there are a variety of things...
Financial Planning Before Stressful Events Occur in Your Family
When tragedy strikes in a family--in the form of a death or severe disability--people are overcome with emotional stress, be it grief, sorrow or the fear of how it will affect...
IRS Targets Partnership Tax-Reduction Tactic
The IRS recently announced the launch of a new multistage regulatory initiative intended to close what it calls a "major tax loophole exploited by large, complex partnerships."...
Top 10 Tax Breaks to Consider on Extended Returns
If you requested an extension for your 2023 federal income tax return, you have until six months from the original due date — October 15, 2024, to be exact — to wrap things up....
Create a Workplace Safety Program, No Matter What Your Business Does
If you're a contractor, manufacturer or another type of business that deals with hazardous materials, you're probably already mindful of the legal and practical steps you need to...
Roth 401(k) Plans Have New Appeal for Employers
The traditional 401(k) plan is the most popular qualified retirement plan in the United States. As of March 31, 2024, Americans held $7.8 trillion dollars in 401(k) plans (out of...
Contending With the Rising Cost of Long-Term Care
According to LongTermCare.gov, approximately 70% of Americans will need long-term care (LTC) at some point in their lives. This could mean in-home nursing help or an extended...
8 Financial Steps for Women Today
From a financial perspective, women have come a long way in recent years. They currently possess about $10 trillion of the country's wealth. What's more, it's estimated that...
Cross “Create an Estate Plan” Off Your To-Do List
If you're like most Americans, you don't have an estate plan (according to various sources, adults with estate plans range from 23% to 33% of the population). You may not even...