Secure 2.0 Retirement Bill

🖨 Print⏱ 4 min readShare by At the very end of March, the House of Representatives passed a version of the bill known as Secure 2.0. The bill passed the House with overwhelming bipartisan support in a 414-5 vote. The … Continue reading →

🖨 Print⏱ 4 min readShare by The IRS is currently suffering a severe backlog in processing returns from 2021 for the 2020 tax year. As of Dec. 31, there were still more than 6 million unprocessed individual returns with notices … Continue reading →

🖨 Print⏱ 4 min readShare by The taxation of legal settlements and fees is a complex topic. While the mechanics to make a proper claim are now easier, the rules are still complex. Below we look at six rules to … Continue reading →

🖨 Print⏱ 4 min readShare by No one knows for sure what 2022 will bring in the form of tax legislation, but there is certain to be some action. Top tax analysts think there are several topics that are likely … Continue reading →

🖨 Print⏱ 4 min readShare by Self-directed IRAs (SDIRAs) are becoming more and more popular as IRA holders look to enter alternative investments. While SDIRAs can open up a world of investment options, the rules around them are complicated and … Continue reading →

🖨 Print⏱ 3 min readShare by Here we are again, nearing the end of another year. While the tax deadline for 2021 isn’t until April 2022, now is the time to plan and make some strategic moves to optimize your … Continue reading →