Read on for highlights from SECURE 2.0

A popular estate planning tool, IDGTs are particularly useful now through December 31, 2025.

Even when markets are down, like the one we are currently experiencing, certain strategies can help mitigate losses and improve an investor’s long-term financial success.

As we approach the mid-way point of 2022, it’s an excellent time to take a closer look at your projected 2022 tax liability.

Changes in IRS regulations will impact IRA inheritances and will have tax implications for beneficiaries.