Timely Thoughts and Ideas

Some surviving spouses see their income drop after losing a partner - yet their tax bill goes up. Here's why, and what you can do about it.

Most people think estate planning just means having a will. Here's what a complete plan actually includes - and why it matters.

Your company stock at a 15% discount - sounds simple, but the tax rules can catch people off guard. Here's what you need to know before you enroll (or sell).

Losing a loved one is hard enough without a stack of financial paperwork landing on your desk a few weeks later. If you've inherited an IRA, the decisions you make in the months ahead can affect your tax bill, so it's worth understanding your options before you act. The rules, while a bit tangled, boil down to one main question: what type of beneficiary are you? Spouses Get the Most Flexibility If you've inherited an IRA from your spouse, you have the most choices. You can ro

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One great strategy right now is a Roth IRA conversion. This means moving your money from a traditional retirement account