This Thanksgiving will be a small gathering here in Maryland while Chrissy’s family is in town for a few days. We’re looking forward to having some downtime to relax and catch up. Over the years, we’ve blended some family recipes to make our own Thanksgiving menu....
Some scenarios point to Yes, others say No. If a Roth IRA conversion means tax-free withdrawals in retirement and a more substantial inheritance for your heirs later on, it sounds like a no-brainer. But converting a traditional IRA to a Roth doesn’t make sense for...
Hint: It’s about more than the weather and scenery. Dreaming of a sunny retirement? Or one with a mountain view? Where you retire depends on more than the weather and the scenery. Different states have different tax considerations — and taxes can have a major effect...
How to inspire charitable values for generations to come. As wealth grows, so does the desire to increase charitable contributions — and leave a legacy of generosity. Involving your family in such a noble effort can bring even greater joy. It’s a heartwarming feeling...
Pass-through entities now have a more level planning field with businesses that benefitted from the 2017 corporate tax reduction. You might recall that the Tax Cuts and Jobs Act, enacted in December 2017, reduced corporate tax rates from 35% to 21%. Given this notable...
