Happy New Year! Congress Gifts SECURE 2.0 A key change in legislation just before the end of the year was congress passing the Consolidated Appropriations Act of 2023, which included the SECURE Act 2.0. Ed Slott and Company has featured a great article about some of the highlights of SECURE 2.0, the article is from...Read More
Cash Alternatives for Charitable Giving Thinking about donating? Think of these choices. As the tax season is heating up, you may be thinking of giving. In fact, you may want to explore the different ways in which you can donate to a charity or non-profit organization, apart from just making a cash gift. Consider some...Read More
Will Updated I.R.S. Tables Create an Opportunity for Retirees? Life expectancy table updated for the first time since 2002. If you are retired and have reached your seventies, you may have the opportunity to draw a little less income from your retirement savings accounts in 2022. Next year, the Internal Revenue Service plans to update...Read More
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