Are you concerned about the preservation of your retirement savings in the digital age? Join our webinar and learn practical tips to shield your...
Facing layoffs at your company? Join our webinar to shield your financial future!
Should AT&T employees take their pension as a Lump Sum or an Annuity? How will interest rates affect this decision?
There is a combination of factors which may make retiring from AT&T a sound decision. To help you determine if retiring this year is the right...
Please join us for an upcoming webinar on Net Unrealized Appreciation (NUA). NUA is a strategy that allows you to roll over employer-provided company...
Should ConocoPhillips employees take their pension as a Lump Sum or an Annuity? How will interest rates affect this decision?
Should PG&E employees use the 72(t), post-55 separation rules when retiring? There are a few of the ways you could take a distribution if you're...
We will be having a webinar on healthcare to discuss changes in company healthcare plans. We'll cover changing healthcare programs, rising costs, and...
Should AT&T employees use the 72(t), post-55 separation rules when retiring? There are a few of the ways you could take a distribution if you're...
Should ExxonMobil employees take their pension as a Lump-Sum or an Annuity? How will interest rates affect this decision?
Join our webinar designed especially for AT&T employees about 401(k) allocation. As market dynamics have been uncertain recently, our session will...
Facing layoffs at your company? Join our webinar to shield your financial future!
Separately Managed and Unified Managed Accounts
PG&E employees should consider all factors when considering an offer for an early retirement. The PG&E pension plan, along with other benefits should...
The Health of Social Security: Some Good News and Some Bad News
Now Might Be a Good Time for a Roth Conversion
Discover the definition of a recession, how it's officially determined, and current economic indicators. Learn why it's essential for Fortune 500...
Inflation Reduction Act: What You Should Know
CHIPs and Science Act Aims to Preserve U.S. Technology Edge
Retirement Legislation Awaits Further Action
Lump-Sum Payouts and Annuity Purchase
72(t) Gets a makeover for the better
Annuities Vs. IRA Withdrawals at 4% Rule
Explore the benefits of a SIMPLE 401(k) for Fortune 500 employees with a side business. Discover how it helps in saving for retirement and attracting...
Long-term bonds generally provide higher yields than short-term bonds, because investors demand higher returns to compensate for the risk of...
The SECURE 2.0 legislation included in the $1.7 trillion appropriations bill passed late last year builds on changes established by the original...
After years of numerous delays, the U.S. Department of Homeland Security has once again extended the REAL ID enforcement deadline from May 3, 2023,...
On January 19, 2023, the outstanding debt of the U.S. government reached its statutory limit, commonly called the debt ceiling.
February saw stocks slide lower after posting solid gains to begin the year. Each of the benchmark indexes listed here retreated from their January...
The IRS has identified 21 states that made special payments to taxpayers in 2022. After a review of those special payments, the IRS has determined...
Unable to meet withdrawal requests triggered by depositor panic, Silicon Valley Bank (SVB) was placed into receivership by the Federal Deposit...
The tax filing deadline is fast approaching, which means time is running out to fund an IRA for 2022. If you had earned income last year...
Regardless of age, profession, or current residence, many people share the ultimate goal of retiring comfortably. It's crucial to understand that...
In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect in...
On Monday, May 22, President Joe Biden and House Speaker Kevin McCarthy met at the White House to discuss raising the statutory limit on U.S....
The Fiscal Responsibility Act of 2023, signed into law on June 3, 2023, suspends the federal debt ceiling until January 2025. The legislation also...
A chatbot with uncanny human-like writing abilities has become the poster child for artificial intelligence (AI) since it was released in late 2022...
In late May 2023, Congress sent a letter to U.S. Treasury Secretary Janet Yellen and IRS Commissioner Daniel Werfel saying that it will introduce...
On June 8, 2023, the S&P 500 index closed at 4,293.93, just over 20% higher than its lowest recent closing value of 3,577.03 reached on October 12,...
Join our webinar on market conditions: Learn investment strategies for high volatility periods. Equip yourself for uncertain times.
As 2023's holiday season approaches, retirees relying on Social Security and other fixed incomes face the challenge of managing their holiday...
Private Annuity: Estate Freeze Technique
Learn about the new 72(t) exceptions added to the SECURE 2.0 Act, which can exempt early retirement account withdrawals from the 10% federal income...
Three important developments occurred recently in the world of federal student loans: the U.S. Supreme Court blocked an executive order offering...
Stocks closed higher in July, with each of the benchmark indexes listed here posting notable gains. Both the stock market in particular, and the...
As September comes to a close, the U.S. government seems headed for a shutdown, which would begin on October 1. Although it is possible that a...
When considering making energy-saving home improvements, it may be helpful to have a home energy audit done. Fortunately, there is a federal income...
August proved to be a tough month for stocks, with each of the benchmark indexes listed here ending the month notably lower. Investors tried to...
Economists have been predicting a recession for the U.S. economy ever since the Federal Reserve began aggressively raising interest rates in 2022...
Consumer spending accounts for about two-thirds of U.S. gross domestic product (GDP), so it plays an outsized role in driving economic growth or...
Here are some things to consider as you weigh potential tax moves between now and the end of the year.
Unlock the power of effective business record-keeping for increased profits and growth. Learn essential tips for managing cash flow, expenses, and...
Due to rising fuel prices, the IRS has increased optional standard mileage rates for the second half of 2022. These rates cover business, medical,...
Mayo Clinic has updated their pension plan. We will cover the changes within this article.
Explore the benefits of life estates: preserving your home, qualifying for Medicaid, avoiding probate, and tax advantages. Unlock this powerful...
This past June, the Supreme Court struck down President Biden's plan to cancel up to $20,000 in federal student loan debt for qualified borrowers...
Handling Market Volatility with Confidence
Transferring Your Business Using an FLP, S Corporation, or LLC
Facing layoffs at your company? Join our webinar to protect your financial future!
We will be having a webinar on healthcare to discuss changes in company healthcare plans. We'll cover changing healthcare programs, rising costs, and...
Premiums, deductibles, and coinsurance amounts for Original Medicare generally change every year. Here's a look at some of the costs that will apply...
Sophisticated estate planning and succession planning are key avenues to wealth maximization. The process of transitioning or divesting a business...
Split Interest Purchase: Estate Freeze Techniques
AT&T employees would lose a significant amount on their pension lump-sums if the lump-sum was calculated based on September's interest rates.
For AT&T employees, relocating for your job is a significant decision that can impact your career and personal life. With the global nature of...
Understanding Bond Listings and Transactions
Studies show that after layoffs, the remaining employees may experience a decline in performance and engagement, particularly in research-intensive...
Deductibility of Interest Paid on Home Construction Loans
Alternative to the 4% Rule with Variable Withdrawals
In a pivotal move, LSC Communications has made the difficult decision to terminate its pension plan, a decision driven by the plan's significant...
Filing Income Tax Return Jointly to Minimize Taxation of Your Social Security Benefits
Pension freezes are happening across the entire country. 3M happens to be the latest, but we are looking at significant pension changes across the...
Equalizing Distributions to Children Using a Will or Trust Equalization Clause
Understand Section 303 stock redemptions in the context of closely-held corporations. Discover its role in estate planning and its tax implications...
Lockheed Martin has introduced a unique opportunity offering employees and retirees the choice to receive a lump sum payment, marking a significant...
AT&T has a complicated history of breaking up and merging back together. In 1984 the giant corporation was split into regional telecommunications...
As the economy continues to recover from the effects of the pandemic over the past year, you may have noticed the term ‘inflation’ coming up in the...
Interest rates are a key driver of most financial assets. While most often referenced in relation to the bond market, rates are also a key input in...
AT&T's pension shift to Athene affects 96k retirees. Payments are unchanged but the PBGC safeguard was removed. Discover the impact of this...
Every year, the College Board releases new college cost data and trends in its annual report. The figures published are average cost figures based on...
August proved to be a tough month for stocks, with each of the benchmark indexes listed here ending the month notably lower. Investors tried to...
The positive momentum of the first two quarters of the year did not carry over to the third quarter. Inflation continued to prove stubborn throughout...
A 2023 survey revealed a notable shift in public opinion over the past decade about the value of a college degree: 56% of Americans think a...
Amid the 1,650-page, $1.7 trillion omnibus spending legislation passed by Congress last week and expected to be signed by President Biden were...