Tax Efficiency: It’s Not What You Earn; It’s What You Keep

As a general rule, the more money you make, whether in work generated income or… Read More

A Better Way to Give: Donor Advised Funds Auditing Your Donors to Maximize Donations for Your Not-For-Profit

March 2, 2020

Many people believe in giving back, but under the new tax laws, it may not… Read More

How Will the SECURE Act Change the Way You Plan for Retirement?

On December 20th, 2019, new legislation was signed into law as part of a larger… Read More

Student Loan Repayment as Employee Benefit

According to recent statistics, there are now more than 44 million unique borrowers who collectively… Read More

Do You Know Where Your Money is And What it is Doing?

As 2019 closes and a new year starts with a fair amount of uncertainty, it… Read More

Mega Backdoor Roth Conversion Primer

Background There is growing interest in a design strategy known as the Mega Backdoor Roth… Read More

Medicare Coverage: What to Expect, How to Enroll, and Will you Need Supplemental Plans for Retirement

/// Posted byAviva Sapers & Peter Stoner Whether your 65th birthday is fast approaching or… Read More

Why Retirement Planning Must Account for the Rising Cost of Healthcare

For most Americans in 2019, the idea of retirement is associated more with a sense… Read More

Why a Family Succession Plan is Important

It’s a storyline played out in best-selling books, movies and TV dramas:  the successful family… Read More

Roth Conversions for Retirement

On average, Americans are living longer than ever before. This reality has complicated the planning… Read More