What’s New in SECURE 2.0 Act of 2022?

What’s New in SECURE 2.0 Act of 2022

In the dark of the night, snuggled within the 4,000+ page Omnibus Bill meant to keep the machine of government well-oiled, lies a passage that may change the future of retirement saving.

What Is Social Security Increase in 2023?

What Is Social Security Increase in 2023

The government has announced a change that may help ease the pain for those who depend on Social Security, along with two others that will affect those who are still working.

Does Estate Plan Need a Trust?

Does Estate Plan Need a Trust

Trusts are sometimes offered as a ‘cure all’ solution to estate planning problems. It is true that some issues lend themselves to the use of trusts.

What are the Tax Brackets for Next Year?

What are the Tax Brackets for Next Year

People pay many different kinds of taxes. You file an income tax return every spring, pay sales taxes when you buy things, and pay property taxes if you own a home. These taxes apply to nearly everyone.

There are Ways to Transfer Home to Your Children

There are Ways to Transfer Home to Your Children

Transferring a home to adult children is not quite as easy as giving them the keys and letting them move in. No matter how you do it, the taxman wants his cut, whether through estate and gift taxes or those for property and income, both federal and state.