Retirement Confidence is Eroding in America – What Can You Do About It?
Episode 237 – Retirement confidence is eroding in America. What can you do about it?
Millennials and Gen Z Acknowledge the Need for Life Insurance
Episode 235 – Millennials and Gen Z recognize the need to purchase life insurance, but many don’t. It all comes down to education and advice.
Does State Taxation Cause the Wealthy to Move to Different States?
Episode 234 – States with high income and estate taxes may cause the wealthy to move to another state with one or the other, but not both taxes.
2020 End-of-Year COVID-19 and Legislative Action
On December 27, 2020, President Trump signed into law the Consolidated Appropriations Act of 2021. Here is a brief summary of some of its provisions, including additional stimulus payments and unemployment benefits.
Required Minimum Distributions for 2020 Revisited
Required Minimum Distributions for 2020 Revisited Prior to the COVID-19 pandemic, the biggest news was the enactment of the SECURE (“Setting Every Community Up for Retirement Enhancement”) Act on December 20, 2019, which deeply impacted retirement plans and IRA...