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Caring for Your Aging Parents
Caring for your aging parents is something you hope you can handle when the time comes, but it’s the last thing you want to think about. Whether the time is now or somewhere down the road, there are...
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Choosing an Income Tax Filing Status
Selecting a filing status is one of the first decisions you’ll make when you fill out your federal income tax return, so it’s important to know the rules. And because you may have more than one...
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What Do Long-Term Care Insurance Policies Cover?
Long-term care refers to a broad range of medical and personal services designed to assist people who’ve lost their ability to function independently. If you’re thinking of buying long-term care...
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What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age...
Withdrawing taxable funds from a tax-deferred retirement account before age 59½ generally triggers a 10% federal income tax penalty, on top of any federal income taxes due. (Distributions from Section...
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Buying Short-Term Health Insurance
Photo by rawpixel.com on Pexels.com Buying Short-Term Health Insurance Should you care about a temporary gap in your health insurance coverage, even if you and your family are healthy? If you really...
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Concentrated Stock Positions: Considerations and Strategies
Whether you inherited a large holding, exercised options to buy your company’s stock, sold a private business, hold restricted stock, or have benefitted from repeated stock splits over the years,...
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Nonqualified Deferred Compensation (NQDC) Plans
Nonqualified Deferred Compensation (NQDC) Plans A nonqualified deferred compensation (NQDC) plan is an arrangement between an employer and one or more employees to defer the receipt of currently...
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Deciding When to Retire: When Timing Becomes Critical
Deciding when to retire may not be one decision but a series of decisions and calculations. For example, you’ll need to estimate not only your anticipated expenses, but also what sources of retirement...
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Am I Having Enough Withheld?
Form W-4 helps you determine the proper withholding amount If you fail to estimate your federal income tax withholding properly, it may cost you in a variety of ways. If you receive an income tax...
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Safe Harbor 401(k) Plans
Everyone’s familiar with 401(k) plans. But not everyone knows they come in different flavors. There’s the traditional 401(k), of course. But there are also SIMPLE 401(k)s for small employers, 401(k)s...
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