Financial Planning and Insurance in the Hamptons and Beyond
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Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
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.
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.
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
Determine whether you should consider refinancing your mortgage.
Will you be able to afford nursing home care?
Estimate the future value of your current savings.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.