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When you marry or simply share a household with someone, your life changes—and your approach to managing your money may change as well. The good news is it’s usually not so difficult. At some point, you will have to ask yourselves some money questions—questions that pertain not only to your shared finances but also to [...]
The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or are considering updating your estate strategy, here are some important things to remember. Keep in mind, this article is for informational purposes only and is not a replacement [...]
A living trust primer is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. A living trust is created while you are alive and funded with the assets you choose to transfer into it. The trustee (typically, you) has full power to manage these assets. [...]
While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted with Roth 401(k)s.Since January 1, 2006, employers have been allowed to offer workers access to Roth 401(k) plans.1 And some have rolled out offerings as part of their retirement programs.As the name implies, Roth 401(k) plans combine features of [...]
Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money. 12 Tax Scams to Watch For Identity Theft Using your personal information, an identity thief can file a fraudulent tax return and claim a refund. If you’ve been a [...]
Incoming college freshmen and current students are facing many unknowns when it comes to understanding how the college experience will change as a result of the coronavirus pandemic. Will classes be online, in-person, or both? Will students be required to wear masks on campus? What about student organizations, and other traditional ways of making connections [...]