For taxpayers impacted by recent storms across the Southeastern United States, the IRS has extended key deadlines for filing and paying 2024 taxes and provides guidance for relief.
Although the IRS has waived 2024 required minimum distributions for non-spousal IRAs inherited after 2020, heirs must take mandatory distributions starting in 2025.
The IRS announced the 2024 contribution limits for retirement accounts. While they are not rising by as much as they did last year, they are still increasing.
How your real estate in Florida is handled at your passing depends on the type of plan you put in place beforehand.
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The government has again changed the required minimum distribution (RMD) age for those with retirement accounts, as well as offered new guidance for RMD-subjected IRAs inherited after 2020.
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Reverse mortgages, like any financial product, have their place, but it’s important to understand exactly how they work before committing to one.
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With foresight and planning, you can leave a legacy that transcends time and sets future generations on a path of financial wellness and success.
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529 programs and other college savings strategies can be great ways to fund college, but not everyone has the opportunity to start saving early. Here are seven alternatives students can pursue to finance their higher education.
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The Financial Independence and Retire Early movement, better known as FIRE, is not for everyone. But there are useful lessons to be learned from the people who strategize for early retirement.
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Your monthly statements for your accounts with us and elsewhere are full of good information, but there are some data points you’ll want to review for accuracy on a regular basis.
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Anecdotes and news stories about fraud, identity theft, and scams seem to increase each year despite preventative efforts. Nonetheless, there are a variety of things you can do to protect yourself.
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This set-it-and-forget-it strategy can help you achieve your savings goals this year.
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The last couple of years of skyrocketing home values and the widespread destruction of Hurricane Ian remind us that it’s always a good time to review your home insurance coverage.
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Given historic inflation, the IRS has updated the annual contribution limits for every type of retirement account and increased the standard deduction.
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The Social Security Administration has just announced the 2023 cost-of-living adjustment for Social Security and Supplemental Security Income payments.
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With the holiday season ramping up, thoughts of charity and goodwill abound. If you’re feeling philanthropic, using one of these charitable giving strategies could bring comfort and joy to the recipient as well as your tax bill.
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The IRS has just announced the 2022 contribution limits for retirement accounts.
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Medicare open enrollment is happening now for 2022, and open enrollment for the health insurance Marketplace is coming soon. Here we highlight important dates and considerations.
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The Social Security Administration has just announced the 2022 cost-of-living adjustment for Social Security and Supplemental Security Income payments.
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October is Financial Planning Month. As we enter the final months of 2021, now is a great time to make sure you are up to date and taking advantage of year-end opportunities.
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