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Health Care Costs in Retirement

Health Care Costs In Retirement

A lot goes into a well thought out retirement plan. Income streams, asset values, return expectations and expenses all play a key role in putting together a plan that works with a high probability of…

What Insurance Do I Need In Retirement?

Life Insurance

There are plenty of risks that we need to think about and manage as we age.  Those risks may include market declines, premature death, fire hazards or liabilities associated with driving.  As we age, we…

Form 1099-R: Tax Filing for Retirement Accounts

2020 Tax Filing Reminders For Retirement Accounts

The Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 eliminated the need for retirement account holders to take Required Minimum Distributions (RMDs) in 2020. While many individuals simply did not take their RMD,…

An “ING-teresting” Kind of Trust

An “ING-teresting” Kind Of Trust

Have you heard of an ING-teresting trust planning vehicle that can help to reduce or eliminate state income taxes upon the sale of highly appreciated assets?  If you live in a high-income tax state such…

Proactive Income Tax Planning

Proactive Income Tax Planning For The Future

Like most election cycles, there has been a lot of talk about the direction of income taxes.  While the results of the Senate race will not be known until January, we know that neither party…

Collections and Estate Planning – Division of Assets

Division Of Assets - Collections And Estate Planning

Part 2 of 4 Whether you collect first-edition books or sports memorabilia, you’ve likely put significant time, effort, and money into the items you’ve accumulated over time. Regardless of what they’re worth, it’s not unusual…

Understanding New Jersey Millionaire’s Tax

Understanding New Jersey Millionaire’s Tax

The long-rumored Millionaire’s Tax in New Jersey is now law.  After many tries the tax was approved effective January 1, 2020 via a vote in New Jersey’s legislature in late September.  It’s estimated that the…

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