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Individual and Family Wealth Articles

 

Is Your Estate Plan Aging as Gracefully as You Are?

Is Your Estate Plan Aging as Gracefully as You Are?

Posted by D’Marie Murray on February 22, 2021

An estate plan isn't a static document. You need to review and revise your plan over time because what's important when you're a young adult just starting out likely will be different from what's important when you're retired.

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Last-Minute Tips for Your 2020 Personal Return

Last-Minute Tips for Your 2020 Personal Return

Posted by Connie Ricotta on February 18, 2021

The good news is that 2020 is behind us. The bad news is that you must soon pay Uncle Sam for taxes owed for 2020. Here are a few ideas to help lower your tax bill for last year, including making tax-deductible contributions to your IRA or HSA, COVID-19-related tax breaks for certain small business owners … and more.

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The Long-Term Impact of CARES Act Loans and Distributions on Retirement Savings

The Long-Term Impact of CARES Act Loans and Distributions on Retirement Savings

Posted by Bryan Staniszewski on February 18, 2021

The Coronavirus Aid, Relief, and Economic Security (CARES) Act allowed plan sponsors to relax loan and distribution rules in 2020, giving participants greater access to funds during the pandemic. These provisions were implemented to provide relief as many employees do not have adequate short-term savings.

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5 Valuable Tax Credits for 2020 Individual Returns

5 Valuable Tax Credits for 2020 Individual Returns

Posted by on February 10, 2021

Tax filing season is fast approaching. The deadline to file (or extend) your return is April 15. Before you file your federal income tax return, however, it's important to review the tax breaks that are available under current tax law.

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January/February 2021 Market and Economic Update

January/February 2021 Market and Economic Update

Posted by David Schlein on February 09, 2021

This January/February video provides an update and recounts the top events that have affected the market and economy in the last several weeks.

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Biden’s Tax Plan: Democrats Have Control, but Tax Reform Details Remain Unclear

Biden’s Tax Plan: Democrats Have Control, but Tax Reform Details Remain Unclear

Posted by Brian Kern on February 05, 2021

Now that President Biden has taken office and Democrats have a slim majority in the House and Senate, many are eagerly awaiting details on any new significant tax legislation the administration will aim to pass.

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Important Tax Figures for 2021

Important Tax Figures for 2021

Posted by Angela Miles on February 01, 2021

Every year, the dollar amounts allowed for various federal tax benefits are subject to change based on inflation adjustments and legislation. Here are some important tax figures for 2021, compared with 2020, including the estate tax exemption, Social Security wage base, qualified retirement plan and IRA contribution limits, driving deductions, allowable business write-off amounts, and more.

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2021 Federal Tax Rates Quick-Reference Guide

2021 Federal Tax Rates Quick-Reference Guide

Posted by Angela Miles on January 28, 2021

The following guide includes many of the most important 2021 federal tax amounts including capital gain tax rates, standard mileage rates, estate and trust income tax rates, and itemized deduction limits.

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The Status of Temporary COVID Tax Relief Measures After the New Law

The Status of Temporary COVID Tax Relief Measures After the New Law

Posted by Cory Van Deusen V on January 15, 2021

Before President Trump signed the latest economic stimulus law, several temporary COVID-19-related federal tax relief measures were set to expire on December 31, 2020.

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Protecting the Elderly from Con Artists

Protecting the Elderly from Con Artists

Posted by D’Marie Murray on January 14, 2021

Even in ordinary times, elderly Americans are vulnerable to con artists, who may be attracted by seniors' ample retirement funds and Social Security benefits, but COVID-19 has raised the threat as many elderly people have become isolated. 

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