Tag: financial tips

Inherited an IRA? Four Things Every Beneficiary Should Know

October 10, 2023

Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy. Inherited IRA beneficiaries should be aware of several important tax considerations — especially considering recent rule changes and delays involving required minimum distributions (RMDs). Here are a few tax things every IRA beneficiary should know. Inherited IRA taxRead more…

5 Tax Moves Retirees Should Consider Before December 31

October 5, 2023

Now is the prime time to start thinking about optimizing your Roth conversions, RMDs, capital gains, Medicare premiums and charitable giving before the end of the year. Below are five things retirees should consider before December 31.   Roth conversions ‘in the valley’ The valley is the period between when you retire and when yourRead more…

Let’s Talk About the Future of Your Organization

June 22, 2021

You’ve put your blood, sweat and tears into creating your company, and you don’t want anything to happen to it in the event you’re no longer around to oversee the day-to-day operations. That’s why it’s essential to take the proper steps to protect it. This is called succession planning. It’s the process of identifying criticalRead more…