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FEATURED ARTICLES

One Couple, Two Different Retirements?

When you see online ads or TV commercials about retirement planning, do they ever show baby boomer couples arguing? No. After all, retirement planning is about the pursuit of a happy outcome – a fun and emotionally rewarding “second act” that spouses and partners can share.

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Understanding the Gift Tax

“How can I avoid the federal gift tax?” If this question is on your mind, you aren’t alone. The good news is that few taxpayers or estates will ever have to pay it.

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The 60-Day IRA Rollover Rule

If you receive a distribution from your IRA or workplace retirement plan, what will you do with it? You will probably want to consider arranging an IRA rollover – a common and useful financial move designed to take these invested assets from one retirement account to another, without tax consequences.

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