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Estate Planning Strategies in a Low-Interest-Rate Environment

The federal government requires the use of certain published interest rates to value various items used in estate planning, such as an income, annuity, or remainder interest in a trust. The government also specifies interest rates that a taxpayer may be deemed to use...
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Should I delay taking my first RMD?

Your first RMD from a traditional IRA and an employer retirement plan must be taken for the calendar year in which you turn 70-1/2. However, if you’re still working, you can delay RMDs from your current employer’s plan until the year you retire (but only...
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Six Potential 401(k) Rollover Pitfalls

You’re about to receive a distribution from your 401(k) plan, and you’re considering a rollover to a traditional IRA. While these transactions are normally straightforward and trouble free, there are some pitfalls you’ll want to avoid. 1. Consider...
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What’s the best way to back up my digital information?

In writing or speaking, redundancy is typically not recommended unless you’re really trying to drive a point home. When it comes to your digital life, however, redundancy is not only recommended, it’s critical. Redundancy is the term used to refer to data...
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Cost of Living: Where You Live Can Affect How Rich You Feel

Do you find yourself treading water financially even with a relatively healthy household income? Even with your new higher-paying job and your spouse’s promotion, do you still find it difficult to get ahead, despite carefully counting your pennies? Does your...
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When Disaster Strikes: Deducting Casualty Losses

Wildfires, tornadoes, storms, landslides, and flooding…. It’s almost as if you can’t turn on the news without seeing images of a disaster striking somewhere. If you’ve suffered property loss as the result of these events or other circumstances,...
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