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Have You Taken State Estate Taxes Into Account?

The Tax Cuts and Jobs Act has doubled the federal gift and estate tax exemption, but it’s important to consider how state estate or inheritance taxes may affect your estate plan.

Tax Cuts & Jobs Act: How They Affect Estate Planning

Focusing specifically on estate tax law, the Tax Cuts and Jobs Act of 2017 doesn’t repeal the federal gift and estate tax. It does, however, affect the gift and estate tax exemption.

A Stock-Market First in 2017

What happened for the first time ever in 2017? Every month of the calendar year posted a positive return.

December 2017 Investment Update

The U.S. economy experienced its best sustained growth in several years, with back-to-back quarters of real GDP growth exceeding 3.0%.

Investment Overview: 4th Quarter 2017

Increasing economic growth, both domestically and internationally, buoyed financial markets in the fourth quarter. Importantly, global growth appears to be synchronizing...

New Tax Reform Bill: Loan Rollover Rules Impacted

The President has directed the Department of Labor to determine how the new tax reform rules will affect retirement plan investors and providers. Here's a closer look.

Retirement for the Ages

Whether you’re 35 years from retirement or 5 years away, it’s important to review the past year and plan for the year ahead. Each stage in our life can offer different obstacles and opportunities...

How to Get Ready for Retirement After the Age of 50

The decade or two leading up your retirement is your last opportunity to maximize your savings. It is very important to make decisions that will positively impact the amount you will be able to

Gifting Cash Tax-Free with Annual Exclusion

The 2017 gift tax annual exclusion allows you to give up to $14,000 per recipient tax-free without using up any of your $5.49 million lifetime gift tax exemption. A great way to give at year-end!

IRS Announces 2018 Retirement Plan Limits

In October 2017 the IRS announced qualified retirement plan limits that will apply in 2018. Read on for more information.

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