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Recently enacted legislation provides relief for families and businesses impacted by the coronavirus pandemic. The high level summary...

On December 20, 2019, the SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law and as a result, there...

The Tax Cuts and Jobs Act lowered the marginal tax rates that apply to ordinary income, such as wages and interest from bonds and savings...

Let’s say you bought shares of stock for $50,000 20 years ago. The company did well, and the stock appreciated so that the shares are now...

The simple answer to this question is “yes.” There are two main types: (1) municipal bonds and municipal bond mutual funds and (2)...

If you receive a distribution from a qualified retirement plan such as a 401(k), you need to consider whether to pay taxes now or to roll...

A strong savings program is essential for any sound financial strategy. We take Benjamin Franklin’s saying to heart, “A penny saved is a...

Tax reform measures are enacted frequently by Congress, which makes it hard for U.S. taxpayers to know which deductions are currently...

“Tax deferral” is a method of postponing the payment of income tax on currently earned investment income until the investor withdraws...