Life Events, Retirement Planning
Note: For 2020, The CARES Act waives all Required Minimum Distributions (RMDs) from retirement accounts. However, at present, the general rules (as updated by The SECURE Act) remain in place for future tax years. The rules surrounding RMDs are complicated and...
Financial Planning, Retirement Planning, Tax Planning
Reviewing your tax return can always be an informative exercise to ensure you understand all sources of your income and your tax liabilities for the prior year. In this checklist, we highlight points to consider on your tax return (if they are retired): Review your...
Family and Finances, Life Events, Retirement Planning
Social Security survivor benefits present an important source of income for many of your clients. But there are several important and unique issues that must be considered for any client that has recently lost their spouse or ex-spouse, before filing a claim to...
Family and Finances, Life Events, Retirement Planning
Under Social Security, spousal benefits present an important source of income for many of your clients. But there are several important factors and issues that must be considered. Determinations regarding available benefits and timing can be difficult. To help make...
Family and Finances, Life Events, Retirement Planning
Social Security benefits can be confusing for a divorced individual. There are several important and unique issues that must be considered before filing a claim to collect Social Security benefits. To help make the analysis easier, we have created the “Am I Eligible...
Investing, Retirement Planning, Tax Planning, Videos
Tax Loss Selling: How To Keep The IRS Out Of Your Pockets Kevin Conard, CRPC®, shares how you can keep the IRS out of your pockets and save money with Tax Loss Selling in this quick video. Video Transcription: Hey, my name is Kevin Conard. If you’re...
