401(k) Options After You Leave an Employer
Apart from the spike in inflation, 2023 ended the year with a relatively strong economy, boasting an unemployment rate of 3.5 percent (below the market forecast of 3.7 percent) with increases in wages, corporate profits, and economic growth over the past two quarters. Despite the positive data, a slate of companies, including Microsoft, Google, Amazon, […]
No-Heir Estate Planning
Even if you have no heirs, you should have an estate plan. Otherwise, the state will determine the fate of your worldly possessions. In fact, if you pass away “intestate” (without a will), the state can even keep all of your assets for itself – if no heirs are found. The most basic tenet of […]
Retirement Tax Planning For 2023
Although you might get busy with the holiday season, don’t forget to consider ways to strengthen tax efficiencies for 2023 and the years beyond. 2023 Retirement Contribution Increases Set up your accounts to automatically defer money to meet the new increases in retirement contributions next year. In 2023, you can defer up to $22,500 in […]