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.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.