Maximizing Your Generosity Before TCJA Sunsets
As the year draws to a close and the spirit of giving is in the…
Is Your Estate Ready for the Post-TCJA Era?
You’ve worked hard to build up your accounting practice. Decades of hard work have translated…
Annuities vs Life Insurance: What’s the Difference?
You want to plan for retirement, yet there are so many uncertainties – life expectancy,…
New MYGA Annuity Rates: How CPAs Can Benefit
Attention all CPAs looking to bolster their long-term financial strategy: Sweeping changes have been made…
Understanding Spousal Survivor Benefits for CPAs
Nobody wants to experience it, but unfortunately, some of us will: the loss of a…
The Intersection of Investments and Insurance
Retirement planning often feels like sailing between two essential points—growth and security. While investments offer…
When (And When Not) to Consolidate Retirement Accounts
According to the U.S. Census Bureau, about 35% of working-age individuals have a 401(K), 403(B)…
Why Should CPAs Hire a Financial Advisor?
CPAs are no strangers to the complexities of taxes, accounting, and compliance. You may even…
The Benefits of IUL Insurance
As CPAs, you understand better than most the fluctuating threats to financial security, particularly as…
Will You Outlive Your Money?
Retirement is no longer a brief chapter at the end of life’s journey as it…
Roth Conversions: A Strategic Move for CPAs
The introduction of the Roth account revolutionized the retirement planning landscape. In response to challenges…
Secure 2.0 and Your Retirement: Navigating Changes in RMDs
Many aspects affect your retirement income strategy, such as staying in the lowest tax bracket…
