Who is Eligible for Social Security Disability Benefits?

July 4, 2025
What do I need to do to receive disability benefits from Social Security?...

What Is a Spousal IRA?

June 27, 2025
What can you tell me about spousal IRAs? My spouse and I are in our 50s and are looking for ways to boost our retirement...

Does Medicare Cover Annual Physical Exams?

June 20, 2025
Does Medicare cover annual physical exams? I have gotten a physical every year and would like to find out what Medicare covers when I sign...

Charitable Planning in July

July 4, 2025
July is a great month to consider plans for charitable gifts in 2025. These gifts could include an IRA charitable rollover, a gift of cash or a gift of appreciated stock or land...

National Taxpayer Advocate Calls the Tax Season a Measured Success

June 27, 2025
Each year, the National Taxpayer Advocate (NTA) reviews the tax filing season and publishes a report with findings and objectives for the next year...

Energy Credits Available for 2025

June 20, 2025
The House and Senate are working on a major tax bill. Both the House and Senate propose allowing energy credits for 2025. However, the Senate bill proposes eliminating some energy credits within 180 days after...

Important Life Decisions

July 4, 2025
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across the country and our younger child will be getting married later this year...

Bypass the Estate Tax

June 27, 2025
There are both temporary and permanent rules for federal estate planning. These principles are helpful in creating estate plans, but it is important to understand the potential future changes...

Gift Tax Surprise

June 20, 2025
"Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to pay a gift tax! Do...