Family and Taxes
How and why your 401(k) is changing
Employers are getting smarter about how they run retirement plans. They are making some moves that are good for younger workers, including automatically enrolling new…
Tax Tip: The head of household loophole you won’t want to use
One spouse in a married couple filing separate returns can file as 'Head of Household,' but the trick isn't a pleasant one. NEW YORK…
Choosing a beneficiary for your IRA or 401(k)
Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of…
Q&A: What is a life insurance trust and why should I consider establishing one?
A life insurance trust is a trust that has the power to purchase life insurance policies on the person who establishes the trust (the grantor),…
Tax Credits
What Are Tax Credits & How Do They Lower Your Tax Bill? Tax credits can help reduce your liability dollar-for-dollar. That being said, they generally…
5 Child Tax Credits Parents Can Claim
If you're a parent, you want to squeeze all the money out of your tax refund that you can. This includes adding all the child…
Tax Planning for Inherited IRAs
Do you know anything about inheriting an IRA? If this is something that you will be faced with in the near future, it is important…
Inheritance Tax
It is important for every person to understand how to leave their assets to heirs (or other designated beneficiaries) with little or no inheritance tax…
