Choosing between Medicare Advantage and Medigap insurance is a big decision that every retiree has to make. If you are near age 65, you have likely been bombarded with... Read More
Inheriting an annuity can be a great windfall, but can also raise unexpected tax liabilities and administrative burdens to deal with. In this post we cover a few basics... Read More
In this blog post, we will delve into the benefits of investing in low-cost, passively managed index funds. We will explore the academic research on the topic, the underlying... Read More
Donor Advised Funds are a simple, tax advantaged way to give to charity and get a tax deduction for giving money to charity. Here are a few important features... Read More
The FBI estimates that more than $10 billion dollars were lost in 2022 due to cyber related crimes. It has never been more important to keep yourself safe online,... Read More
One big change from Secure Act 2.0 was the allowance of unused funds to be rolled from a 529 account to a Roth IRA beginning in 2024. There’s a... Read More
A 457 retirement plan may be available to you if you work for a state or local government, or a non profit organization. You may have been notified if... Read More
I Bonds exploded in popularity in 2022. Now, as inflation comes down, many are wondering if they should sell their I bonds. How long should you continue to hold... Read More
Qualified charitable distributions, or QCDs, are almost always the most tax efficient ways to give to charity. However, they are only available for those of a specific age, and... Read More
Understanding how annuities are taxed, and specifically how they fit into a tax-efficient retirement withdrawal plan, is a common pain point with many people we talk to. The tax... Read More
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