Was 2021 a great rebound year for your income? If so, consider deferring some of your income to help avoid paying taxes at a higher rate. This cou...
Are you retired and wondering how to pay for those holiday gifts? You may have assets in a 401(k), IRA, Roth, or even after-tax accounts. Taking d...
Did you recently retire? If so, your work-related income has likely declined. This being the case, a Roth conversion could make sense for you this y...
Are you looking to gift money to your children or grandchildren? Good news! The annual gift tax exclusion is $15,000 per person, for 2021. This...
Do you find yourself with a little extra cash toward the end of the year? If so, be sure to max out your retirement plan contributions. Curious wh...
If you have a high deductible health plan and have not contributed $3,600 ($7,200 for a family) to a Health Savings Account, then you are missing out....
Peloton vs. Sex and the City, reverting to ancient times when the internet collapses, Robinhood not living up to their name and Meme stocks are st...
Were your sales numbers not up to par this year, or did your business not grow like you expected? If you find yourself in a low tax bracket this yea...
Going once, going twice, sold for $4.3 million. Plus get that Power of Attorney for your spouse, rough week on Wall Street and the anniversary o...
Are you taking required minimum distributions from your IRA? At the same time do you gift to charity? If so, you can gift up to $100,000 of your r...