by Kenny | Oct 17, 2024 | Uncategorized
Ian Berger, JD IRA Analyst Question: We have a client who has children from a previous marriage. Upon the husband’s death, he wants to make sure his current spouse has access to income from his IRA. But he also wants to make sure the remaining balance, when she...
by Kenny | Oct 17, 2024 | Uncategorized
With inflation cooling, analysts estimate benefit boost could come in around 2.5% The second of three numbers the Social Security Administration (SSA) will use to determine the 2025 cost-of-living adjustment (COLA) is in, and it points to a more modest increase in...
by Kenny | Oct 17, 2024 | Uncategorized
With inflation cooling, analysts estimate benefit boost could come in around 2.5% The second of three numbers the Social Security Administration (SSA) will use to determine the 2025 cost-of-living adjustment (COLA) is in, and it points to a more modest increase in...
by Kenny | Oct 16, 2024 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education October 15, 2024 has come and gone. This was the deadline for correcting 2023 excess IRA contributions without penalty. If you missed this opportunity, you may be wondering what your next steps should be....
by Kenny | Oct 14, 2024 | Uncategorized
We have written about the net unrealized appreciation (NUA) tax strategy many times. Generally, after a lump sum distribution from the plan, the NUA tactic enables an eligible person to pay long term capital gains (LTCG) tax on the growth of company stock that...
