Taxes
The Tax Outlook for 2021 and Beyond
In October we examined how the outcome of November’s Presidential Election might impact future stock market returns in the United States. If you will recall from
Category: Taxes
How Does the 2017 Tax Cuts and Jobs Act Affect Your Financial Plan?
The 2017 Tax Cuts and Jobs Act is growing in popularity according to recent polls. Presumably, the increase in popularity is the result of millions
Social Security
2018 Adjustments to Social Security and Medicare Announced
While we continue to wait for Congress to act on tax reform, two pieces of next year’s financial planning puzzle have recently been revealed for
Deferred-Income Annuities Get Favorable Tax Treatment
It wasn’t exactly Christmas in July, but investors got an early present from Uncle Sam in July when the Treasury Department and the IRS changed