Will vs. Trust: 7 Key Differences
Wills and trusts are common estate planning documents. While each can help in the distribution of assets at death, we outline seven key differences between the two.
July 15th Deadline Is Fast Approaching, and it Isn’t Just for the 2019 Individual Tax Return
Due to COVID-19, the IRS extended the tax filing deadline to July 15th—but that tax deadline applies to other items!
Portfolio Performance: Choose Your Benchmarks Wisely
The desire to become a more disciplined investor is often tested by the arrival of your account statements.
A Novel Way to Make COVID-19 Relief Donations
You may be able to convert unused paid vacation time, sick leave and personal leave for cash payments that your employer can donate to COVID-19 relief charitable organizations.
CARES Act Update: IRS Extends Deadline for Required Minimum Distribution Repayment
The IRS issued Notice 2020-51 that clears up any misconceptions about your 2020 RMDs. If you took any RMD withdrawals prior to the suspension of RMDs, you can redeposit your withdrawal to your retirement account by Aug. 31, 2020.
Social Security and Medicare Face Financial Challenges
Read highlights of about the current financial condition and challenges both Social Security and Medicare face.