How Will the New Tax Law Affect You?

While most of the new tax law – the Tax Cuts and Jobs Act – has to do with reducing the corporate tax rate from 35 percent to 21 percent, some provisions relate to individual taxpayers. Before we get into the … Continued

It’s Time to Reassess Your Medicare Choices

Are your Medicare plans still working for you? Medicare’s open enrollment period, in which you can enroll in or switch plans, runs from October 15 to December 7. Now is the time to review your options to determine if switching plans … Continued

An important article from a friend of the firm.

Inheriting an IRA Although IRAs are primarily intended to help fund retirement, some people don’t withdraw all IRA assets during their lifetimes. Any remaining assets go to the account owner’s designated beneficiaries and could provide a generous legacy. If you’ve … Continued