Financial Planning and Insurance in the Hamptons and Beyond
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This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Determine whether you should consider refinancing your mortgage.
How much can you afford to pay for a car?