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Financial Planning (9)
Private Annuity: Estate Freeze Technique
Private Annuity: Estate Freeze Technique
SECURE 2.0 Adds New Early Withdrawal Exceptions
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...
U.S. Supreme Court Blocks Student Loan Cancellation, Payments to Resume
Three important developments occurred recently in the world of federal student loans: the U.S. Supreme Court blocked an executive order offering...
Market Month: July 2023
Stocks closed higher in July, with each of the benchmark indexes listed here posting notable gains. Both the stock market in particular, and the...
Why Are We Facing a Government Shutdown? And What Happens if We Have One?
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...
Claiming the Home Energy Audit Tax Credit
When considering making energy-saving home improvements, it may be helpful to have a home energy audit done. Fortunately, there is a federal income...
Market Month: August 2023
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...
U.S. Economy: Soft Landing or Delayed Recession?
Economists have been predicting a recession for the U.S. economy ever since the Federal Reserve began aggressively raising interest rates in 2022...
With Holidays Ahead, Can Consumers Keep Carrying the Economy?
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...