As the year draws to a close, it’s time to start integrating tax-smart strategies into your financial plan for the upcoming tax season. Effective tax planning can help you minimize your tax burden, maximize your savings, and enhance financial success into 2025 and beyond.

Understand the latest IRS rules on required minimum distributions (RMDs) for inherited IRAs. Learn how SECURE Act changes impact beneficiaries and tax planning strategies.

Maximize your retirement strategy before year-end. Explore key moves for individuals and plan sponsors—from 401(k) contributions and RMDs to plan compliance and tax planning.

Turning 73? Learn how Required Minimum Distributions (RMDs) work, which accounts are affected, how to calculate them, and avoid costly penalties with smart retirement planning.

In the field of financial management, charitable giving is pivotal when it comes to the transfer of assets. It shows a commitment to social responsibility and is a strategic wealth management approach.  Understanding the nuances of incorporating charitable giving into your wealth transfer strategy is important. This may include understanding charitable gift annuities, navigating the rules of charitable contributions, and making informed decisions about your donations. 

With the stretch IRA gone, Charitable Remainder Trusts (CRTs) offer a tax-smart estate planning alternative. Learn how CRTs can benefit your heirs and support your charitable goals.

Explore key updates from SECURE Act 2.0, including changes to RMDs, expanded Roth access, new savings strategies, and other retirement plan enhancements—all in one comprehensive guide.

The SECURE Act 2.0 raises the RMD age from 72 to 75, giving retirees more time for tax planning. Learn how this change impacts your retirement strategy and what steps to take now.

Many people give donations at year-end to support their favorite charities–and to reap the tax benefits of doing so. But what many generous folks don’t realize is that, with some advance planning, there are efficiencies in charitable giving that can maximize both your gift and your tax deduction.

Adding a Roth account to your retirement plan can be a great money-saving strategy. The benefits of setting up a Roth IRA are well documented, but did you know that there are Roth versions of employer-sponsored 401(k), 403(b), and 457 retirement plans?