As You Approach Retirement, How You Save is Extremely Important
In planning for retirement, how you save is just as important as how much you save. Learn how you can save tax-efficiently by diversifying your assets across accounts that are taxed differently.
Use the Ten Years Prior to Retirement to Position Yourself for Success
The 10-year period before you retire can matter more to your retirement success than any other.
Will Changes to the Life Expectancy Tables for RMDs Make a Difference?
Since the majority of retirees take more than their RMD annually, new life expectancy tables should not have a significant impact.
The Alternative Minimum Tax and Form 6251
Get familiar with the Alternative Minimum Tax and learn what triggers this part of the tax code.
6 Ways to Help You Reach Your Retirement Goals
It’s never too early to start planning for retirement. By setting a strategy— and sticking to it—you can help achieve your goal of financial independence sooner.
What should you do if your employer offers a lump-sum cash payout?
Learn how to weigh the benefits and drawbacks of taking a lump-sum cash payout from your pension plan.
Dos and Don’ts of Retirement Planning
Use these tips and strategies about spending, saving, and asset allocation to reach your retirement goals.
Are Qualified Charitable Distributions (QCD) Permitted from SEP IRA, SIMPLE IRA, 401(k) or 403(b) Accounts?
Qualified Charitable Distributions (QCDs) can be given from some accounts other than IRAs to eliminate tax on donations. Learn how to plan effectively to minimize future tax liability.
Are You Missing Out on These 3 Common Tax Strategies for Retirees?
There are a few tax strategies for retirees that could increase your refund or at least help to trim the tax you owe.
Is Your Vacation Home a Residence or a Rental Property?
Understand how the IRS differentiates between these investments when planning how to use the property personally.
The Waiting Game: When is the Best Time to Begin Social Security Benefits?
Social Security gives workers the option to take benefits anytime between the ages of 62 and 70, and it offers some incentives to those who are willing to wait. Waiting eight…
What is Concierge Medicine?
Concierge medicine1 is a type of doctor/patient relationship in which patients pay an annual retainer fee to their doctor in exchange for more personal care. The doctor can then limit their…
A Special Purpose Entity Enables Individual Participation in PA’s EITC Program
Special purpose entities in PA allow individual donors to participate in tax credits previously only available to businesses.
How Qualified Charitable Distributions Can Impact Your Taxes and Favorite Charities
Gifting through a Qualified Charitable Distribution can be one way to keep the tax benefits of a donation. Learn about the rules and benefits of QCDs.
Choosing a State for Retirement
Did you know retirement income is not taxed by all states? We’ll help you determine which state is best for retirement on this edition of Project Wealth.
Tax-Efficient Investing: Why Tax Planning and Investments Should Work Together
Managing an investment portfolio efficiently requires knowledge of income taxes and your tax bracket specifically.
How Do Retirees Get Paid in Retirement?
What happens when the paychecks stop, and retirement begins? It is one of the most pressing questions we hear from people approaching retirement.
Understanding the 5 Tax Filing Statuses: Which is Best for You?
Filing status is especially important because it determines, in part, the tax rate applied to taxable income, the amount of the standard deduction, and the types of deductions and credits available.
The Difference Between Stock Options and Restricted Stock Units (RSU’s)
Complexity abounds with respect to a RSU or option decision.
5 Strategies for Gifting to Adult Children
Gifting to adult children can be a rewarding way to enrich their lives.
