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If You Plan to Retire in the Next Five Years, Take These Steps Now
Planning for a comfortable and secure retirement is a multistep process that is complicated and can take decades of preparation. If you are getting close to retiring, the following steps are ones you can take now to help prepare you for life in retirement. Build Your...
How Small Businesses Can Promote Long-Term Growth with a Positive Cash-Flow
Cash flow is the money that is moving in and out of your business. Positive cash flow—when more money is coming in than going out—is a sign of financial health and efficient management. While a lack of cash is almost certainly a periodic reality for small businesses,...
Retirement Distribution Strategies for Long-Term Financial Security
Making a plan for withdrawing money from retirement accounts is the piece of the saving-for-retirement puzzle that is often overlooked or treated as an afterthought. This is a mistake. Smart distribution strategies, which can be combined and modified over time, will...
The Case for Roth IRA as Best Beginner Retirement Account
The two most popular choices for retirement accounts are the 401(k) and the individual retirement account (IRA). Both types of retirement accounts have their advantages, but there are a few reasons why a Roth IRA might edge out a 401(k) in the race to retirement. Read...
Biden Plans to Tax Generational Wealth Transfer Through Unrealized Capital Gains at Death
President Biden’s capital gains tax proposal could be the biggest change to capital gains in nearly a century. His American Families Plan would tax unrealized capital gains at death for unrealized capital gains worth over $1 million ($2 million for married couples)....
Biden Administration Introduces Far-Reaching Tax Overhaul
President Biden campaigned with a message to “Build Back Better”, and he’s wasted no time in proposing wide-sweeping policy measures. The American Families Plan, the American Jobs Plan, and the Made in America Tax Plan present significant investments in numerous...
Small Business Owners Should Be Aware of These Tax Audit Triggers
Operating a small business is difficult enough without the worry of facing a potential tax audit. Not only can you minimize your risk by filing accurately and on time, but there are some red flags that the IRS looks for when determining who to investigate. Below we’ll...
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