Some individuals may have unique circumstances that result in a possible impact on the taxes (and penalties) that must be paid if a...

In most cases, there is no step-up in basis when property is gifted. But there are a few exceptions and those exceptions can be difficult...

In certain cases, an individual may be eligible to make a Mega Backdoor Roth IRA contribution. At a high level, this involves that person...

The provisional rules surrounding the Qualified Business Income (QBI) deduction can be complicated. There are several issues that must be...

There are many different considerations that affect one’s ability to contribute to a Traditional IRA. To make matters worse, the...

401(k)s and IRAs have many unique features that may be meaningful to your client depending on their situation. The decision involves a...

Determining when to enroll in Medicare can be complicated. Depending on the your situation, you may be automatically enrolled or you may...

If the rules are not followed correctly, Medicare enrollment penalties can be significant. This is especially important to consider for...

In most cases, Medicare eligibility is straightforward. But there are some situations where an individual may not have the required 40...

Business owners who are considering a retirement plan for their business have many options. While a traditional 401(k) is a well-known...

Disability benefits under Social Security can be very complicated to understand. There are numerous stringent requirements that must be...

HSA contribution rules seem pretty straightforward at first. However, the rules become complicated in years when there will be a change...

Converting a portion of an IRA to a Roth IRA is complex process that involves many moving parts and can have some unintended consequences...

There are many different considerations that affect one’s ability to contribute to a Traditional IRA or a Roth IRA. To make matters...

This is a brief write-up about a company that we've invested in for a few years now but have added to almost all our client accounts.

I'm using the news volatility to add a quality name to the portfolio. Everyone wants to come at Facebook for privacy concerns or try and

I like Lowe's here for a few reasons. The first part I love is the sector. In a good economy people continue to do renovations,