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The new law was enacted on December 23, 2022, and is known as part two of a law enacted in 2018 – the SECURE Act (Setting Every Community Up for…
Long-term tax and wealth protection includes starting a tax savings plan as early as possible. A longer time horizon provides greater accumulated…
In these inflationary times, it is important to hold investments that can protect your portfolio. With sustained inflation the…
Income tax benefits in a downturn.
Downturns are distressing for investors in part because of the unpredictability of the market. There are,…
You may have heard of something called the “step-up in basis” which occurs upon the death of a U.S. taxpayer but, unless you are in the tax…
Are you interested in a tax plan that can save you tens of thousands of dollars in the future? You may want to consider a ROTH IRA…
Most Americans will sign up for Medicare Health Insurance benefits when they reach the age of 65. There are a few exceptions, such as those who…
Robert T. Kiyosaki stated in his book, ‘Rich Dad’s Cashflow Quadrant’, that “…financial intelligence is determined, not so much how much…
As Thomas Jefferson said, “Taxes should be proportioned to what may be annually spared by the individual.” –Thomas Jefferson to James Madison,…
Sound crazy? Let’s see. When Lehman Brothers went under in September 2008, it triggered a meltdown in the investment markets. Many…