What You Need to Know About the Tax Cuts and Jobs Act
This blog will talk about some of the most notable changes from the Tax Cuts and Jobs Act of 2018, as well as provide an update about what to expect when this bill is sunsetted in 2025.
Immediate vs. Deferred Annuity
Despite not being as well known as some other retirement tools, annuities account for 6% of all assets earmarked for retirement. With about $2.6 trillion in assets, annuities hold more funds than Roth IRAs...
A Taxing Story: Capital Gains And Losses
Capital gains result when an individual sells an investment for an amount greater than their purchase price. Capital gains are categorized as short-term gains...
Health Insurance Doesn't Have to Kill Early Retirement Dreams
A lot of people that could/would retire early don't due to the assumed high cost of health insurance prior to Medicare at age 65. For many, good financial planning can keep health insurance costs very low.
Key IRS Limits for 2024
The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year...
Open Enrollment Begins November 1st. Consider These 4 Tips for Choosing a Health Insurance Plan
Is it time to update your health insurance coverage? Starting November 1, you'll have a limited window to do so. Here's what to consider about changing your coverage.