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Find out why many Americans retire early and do not receive their maximum social security benefit. Many Americans retire before the traditional retirement age of 67 when full Social Security benefits typically kick in. While some make this decision out of personal preference, others retire early due to various circumstances. The 2023 Retirement Confidence Study […]
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Teach your children financial literacy for a prosperous future.
Discover how Grantor Retained Annuity Trusts (GRATs) can be a powerful tool in tax-efficient wealth transfer planning. Learn about the benefits, risks, and strategies for maximizing estate planning through GRATs to minimize gift and estate tax liabilities while preserving your wealth for future generations.
How Revenue Ruling 2023-2 Affects Defective Grantor Trusts and Basis Step-Up
Spring is a great time to take a closer look at your finances and make any necessary changes.
Discover the five most common retirement regrets people have at the end of their retirement and learn how to avoid them. Create a fulfilling, regret-free retirement with these actionable insights.
Learn four key strategies to maximize your Social Security benefits. Understand how Social Security works, including spousal and survivor benefits, to increase your retirement income.
Essential Dates and Deadlines for Businesses: Navigating the corporate tax landscape can be daunting, especially for business owners already juggling multiple responsibilities.
Learn how to create a secure retirement with a case study that ties together tax, withdrawal, and investment strategies. Understand Roth conversions, IRA withdrawals, and managing RMDs for long-term tax efficiency.
Explore how retirement plans can be strategically used in succession planning to reduce business value and facilitate a smoother transition of ownership for closely held businesses.
This article provides a comprehensive overview of cash balance plans, helping readers understand the benefits and considerations of this hybrid retirement option. Whether you’re an employer looking to offer competitive benefits or an employee planning for retirement, this guide offers valuable insights into making the most of your retirement plan.
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