The Taxpayer Certainty and Disaster Tax Relief Act of 2019 extends over thirty Code provisions, generally through 2020. The SECURE (Setting Every Community Up for Retirement Enhancement) Act, was signed the same day and contains many provisions intended to strengthen retirement security.

Those pesky passwords. The length, numbers, special characters, capital letters! According to a survey conducted by DataInsider, 70% of respondents reported having more than 10 password-protected accounts online, with nearly 30% having “too many to count”. When asked if they reuse passwords for different accounts, only 11% of consumers said they used the same password across…

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To build a portfolio designed to provide inflation-adjusted income throughout a long retirement, consider the following tactics.

There are three big tax issues that can derail an otherwise well-executed estate plan. These include Family Limited Partnerships (FLPs), Revocable Trust Swap Powers and Trust Situs. Below we explore the pitfalls with each issue. Fixing FLPs Family Limited Partnerships (FLP) are often created to hold investments or business assets in order to leverage a…