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Taxes

5 Common Estate Planning Mistakes

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A lot of work goes into creating an estate plan. It can be a lengthy, time-consuming process. You want to make sure everything is...
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Taxes

Heirs Can Be Personally Liable For An Estate’s Taxes

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Someone thought enough of you to make you a beneficiary of their estate. They’ve passed away and now you’ve received your portion. The question...
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Taxes

What You Can Do with a 529 Education Savings Accounts

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529 Education Savings Accounts are named after the section of the IRS code that outlines the rules of the plan. When it began in...
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Taxes

Getting Your Social Security Benefit Statement for Tax Purposes

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Every year at tax time it’s the same exasperating ritual—collecting the mountains of paper that show the IRS how much money you made, and...
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Taxes

Crazy Things that are Taxable

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The IRS is the undisputed overlord of tax collections. Pay up, pay the right amount and pay on time, or you’ll be hit with...
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Taxes

19 Questions to Maximize Your Social Security

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My Dad always said, “Son, never leave money on the table.” That’s good advice to consider when it comes to your Social Security benefit. On...
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Taxes

Gifting Tax Rules

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A long-time, highly effective estate planning tool is gifting which takes several forms, the Annual Exclusion, the Unified Credit, and the Generation Skipping Transfer...
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Taxes

Giving More to Charity and Reducing Your Taxes

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Americans give more than $557 billion to charity every year. Without a doubt, we are a caring and compassionate people. But whether you itemize...
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Taxes

How to Calculate Taxes on Social Security Benefits

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“Will I have to pay taxes on my Social Security?” That’s one of the most common questions I get from people thinking about retirement....
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Taxes

Do I Have to Pay IRMAA in 2025

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IRMAA. It sounds like someone’s grandmother or aunt. But IRMAA is not nearly as sweet and loving as they are. IRMAA stands for Income-Related...
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