Taxes

The maximum contribution limits to tax-deferred savings accounts have been set for 2022. You can put more into employer-sponsored plans, but not individual accounts. IRA contribution limits, whether Traditional or Roth, will remain the same as it has been since 2019. You can contribute $6,000 and if you are age...

It’s a fact of life. Americans are consistently living longer than ever before. It used to be that someone living to be 90 was a rarity. Today, it’s commonplace. And the longer we live, the higher the probability we’ll need care. Much of that care may be provided by...

The end of the year is a financial opportunity—an opportunity to take advantage of remaining tax breaks and keep Uncle Sam’s hand from going deeper into your pocket than it has to, and an opportunity to clean up your portfolio and make sure your financial house is in order....

When the Tax Cuts and Jobs Act of 2017 became law, estate tax exemptions got a substantial boost. The amount each individual could pass on free of federal estate taxes jumped from $5,490,000 in 2017 to $11,180,000 in 2018.  That amount has increased each year since then based on...