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Category: Retirement

Are You Confused About Tapping into Your Retirement Funds?

Posted on July 18, 2023August 21, 2023

If you’re wondering whether to take funds from an investment retirement account (IRA), 401(k), or a Roth IRA, don’t be tempted by instant gratification. You should not tap into all […]

Posted in Personal Taxes, Retirement

Consider These Tips for Early Retirement

Posted on November 9, 2022November 21, 2022

Retiring early is a goal for many people. However, according to findings from the Boston College Center for Retirement Research, the average age of retirement has risen to 65.7 years […]

Posted in RetirementTagged early retirement

Take A Balanced Approach To Retirement And Estate Planning Using A Split Annuity

Posted on July 8, 2022July 12, 2022

If you’re approaching retirement or have already retired, one of the biggest challenges is balancing the need to maintain your standard of living with your desire to preserve as much […]

Posted in Estate Planning, Retirement

The HSA: A healthy supplement to your wealth-building regimen

Posted on May 7, 2022May 9, 2022

A Health Savings Account (HSA) can be a powerful tool for financing health care expenses while supplementing your other retirement savings vehicles. And it offers estate planning benefits to boot. […]

Posted in Benefits, Deductions, Estate Planning, Healthcare, Insurance, Reporting, Retirement

Careful Planning Required For Beneficiaries To Borrow From A Trust

Posted on April 9, 2022April 8, 2022

Intrafamily loans allow you to provide financial assistance to loved ones — often at favorable terms — while potentially reducing gift and estate taxes. But what about families that lack […]

Posted in Deductions, Estate Planning, Lending, Personal Taxes, Planning, Retirement, TrustTagged Intrafamily loans

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The articles in this blog are published with the understanding that the authors are not rendering legal, accounting or other professional advice or opinions on specific facts or matters, and, accordingly, assume no liability whatsoever in connection with its use.

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