Key Takeaways: Trump Accounts are new investment accounts for kids under 18, invested in low-cost index funds and managed by a parent until adulthood. Children born between January 1, 2025 and December 31, 2028 get a one-time $1,000 seed deposit from the U.S....
Key Takeaways: Pension income is usually fully taxable, while only the growth portion of annuity payments is taxed. RMDs start at age 73, and missing one can trigger a penalty worth 25% of the shortfall. Up to 85% of Social Security benefits can be taxed, though a...
According to the 2026 Planning and Progress Study by Northwestern Mutual, the average American now believes they’ll need $1.46 million to retire comfortably. That’s a $200,000 jump from last year. For many Americans, this upward trend is unsettling. But Americans...
As lawmakers look to the 2026 midterm elections, tax relief is back in the conversation. Two new proposals aim to lower taxes for low- and middle-income households by reducing how much income is taxed in the first place. Both plans have different approaches, but they...
Americans are turning to AI for all kinds of advice these days, and that includes money advice. This makes sense. Professional advice is expensive, especially when someone just wants to know, “Am I saving enough money for the future?” or “Should I pay off debt before...
When it comes to planning for retirement, most couples can agree to save as much as possible. But when each spouse focuses on their own 401(k), without thinking much about how the two plans work together, they could miss out on valuable employer matching money. Here’s...
If you’ve inherited an IRA in recent years, you should be aware that the SECURE Act, passed in 2019, changed how many beneficiaries need to handle this inheritance. What used to be a generous benefit that could last decades now comes with a strict deadline that can...
Your Business. Your Family. Our Priority.
A company owners’ potential for personal financial security usually depends on the success of the business. Our commitment and responsibility is to help keep your business running smoothly and to help achieve your personal financial goals. Whether you are a business or an individual, our specialized staff will provide you with assistance in all your tax, reporting, financial and business affairs.
We're proud members of:
Brammer & Yeend is an independently owned and operated member firm of CPA Connect, a companion association to CPAmerica International
Financial information and reporting should not be a diversion for business owners, instead, financial information should be accurate, available, and insightful. We leverage experience and technology to provide business owners with dynamic resources and management tools.
Our personal services are designed to help busy, successful families manage their finances and grow their wealth with confidence and peace of mind. We do this by working together with our business solutions, allowing us to partner with clients and coordinate business and personal planning in order to meet their most important goals.
We strive to provide excellent service and solutions that fit our client’s specific needs and are industry appropriate. Our experienced CPAs have worked with clients in a variety of industries and understand the intricacies of each and apply the best solution possible. Over the years we have serviced clients in industries including agribusiness, retail, construction, manufacturing, food & beverage and many more. Below are some of our industries where we have specialized experience and expertise.
Key Takeaways: Trump Accounts are new investment accounts for kids under 18, invested in low-cost index funds and managed by a parent until adulthood. Children born between January 1, 2025 and December 31, 2028 get a one-time $1,000 seed deposit from the U.S....
Key Takeaways: Pension income is usually fully taxable, while only the growth portion of annuity payments is taxed. RMDs start at age 73, and missing one can trigger a penalty worth 25% of the shortfall. Up to 85% of Social Security benefits can be taxed, though a...
Social Security has a money problem that lawmakers can no longer ignore. According to current projections, Social Security’s trust funds are expected to run out of reserves within the next decade. That doesn’t mean Social Security is going bankrupt, but if nothing...
For many Americans, retirement isn’t a sudden transition but a gradual one. Many Americans leave their full-time careers to take part-time jobs, freelance, consult in their fields, or pursue new opportunities that generate income. But if you’re also drawing Social...
Saving for the future has felt like an uphill battle for many Americans lately. Inflation is still up, gas prices aren’t budging, and many workers are cutting back on 401(k) contributions just to put more money in their pockets. But for roughly 56 million Americans,...
According to the 2026 Planning and Progress Study by Northwestern Mutual, the average American now believes they’ll need $1.46 million to retire comfortably. That’s a $200,000 jump from last year. For many Americans, this upward trend is unsettling. But Americans...
Keeping an open line of communication is important to us. We invite you to reach out to us either by phone, email, or this form to ask questions, request an appointment or talk about any finance-related matter that comes to your mind.
317-398-9753
8 Public Square
Shelbyville, IN, 46176
Your Business. Your Family. Our Priority.
A company owners’ potential for personal financial security usually depends on the success of the business. Our commitment and responsibility is to help keep your business running smoothly and to help achieve your personal financial goals. Whether you are a business or an individual, our specialized staff will provide you with assistance in all your tax, reporting, financial and business affairs.
We're proud members of:
Brammer & Yeend is an independently owned and operated member firm of CPA Connect, a companion association to CPAmerica International
Financial information and reporting should not be a diversion for business owners, instead, financial information should be accurate, available, and insightful. We leverage experience and technology to provide business owners with dynamic resources and management tools.
Our personal services are designed to help busy, successful families manage their finances and grow their wealth with confidence and peace of mind. We do this by working together with our business solutions, allowing us to partner with clients and coordinate business and personal planning in order to meet their most important goals.
We strive to provide excellent service and solutions that fit our client’s specific needs and are industry appropriate. Our experienced CPAs have worked with clients in a variety of industries and understand the intricacies of each and apply the best solution possible. Over the years we have serviced clients in industries including agribusiness, retail, construction, manufacturing, food & beverage and many more. Below are some of our industries where we have specialized experience and expertise.
Key Takeaways: Trump Accounts are new investment accounts for kids under 18, invested in low-cost index funds and managed by a parent until adulthood. Children born between January 1, 2025 and December 31, 2028 get a one-time $1,000 seed deposit from the U.S....
Key Takeaways: Pension income is usually fully taxable, while only the growth portion of annuity payments is taxed. RMDs start at age 73, and missing one can trigger a penalty worth 25% of the shortfall. Up to 85% of Social Security benefits can be taxed, though a...
Social Security has a money problem that lawmakers can no longer ignore. According to current projections, Social Security’s trust funds are expected to run out of reserves within the next decade. That doesn’t mean Social Security is going bankrupt, but if nothing...
For many Americans, retirement isn’t a sudden transition but a gradual one. Many Americans leave their full-time careers to take part-time jobs, freelance, consult in their fields, or pursue new opportunities that generate income. But if you’re also drawing Social...
Saving for the future has felt like an uphill battle for many Americans lately. Inflation is still up, gas prices aren’t budging, and many workers are cutting back on 401(k) contributions just to put more money in their pockets. But for roughly 56 million Americans,...
According to the 2026 Planning and Progress Study by Northwestern Mutual, the average American now believes they’ll need $1.46 million to retire comfortably. That’s a $200,000 jump from last year. For many Americans, this upward trend is unsettling. But Americans...
Keeping an open line of communication is important to us. We invite you to reach out to us either by phone, email, or this form to ask questions, request an appointment or talk about any finance-related matter that comes to your mind.
317-398-9753
8 Public Square
Shelbyville, IN, 46176
