IRS Throws IRA Beneficiaries a Curve Ball
This updated guidance from the IRS for distributing Inherited IRAs would substantially constrain tax planning flexibility for most non-spouse beneficiaries if adopted as proposed.
Three Challenges for Employees Dealing with Stock Compensation
Stock-based compensation is expanding to more and more companies. Yet, employees are left fending for themselves to make the most of it. Here are 3 challenges and ideas on dealing with them.
Tax-Smart Charitable Giving Strategies
As you think about your charitable-giving strategies for 2021 and beyond, here are some key considerations...
Four Financial Planning Issues to Consider before Moving to France
After working and living in the United States for several years, you might be contemplating a well-deserved retirement in France (...) As far as financial planning is concerned, there are four key issues that you’ll want to prepare for, some years or months before you move.
Managing Portfolios for Investors with Multi-National Needs
In today's global economy, individuals commonly live, work, and even retire in different countries over the course of their lifetime. Investors with a globally mobile lifestyle belong to different categories, each with distinct immigration, legal, and tax consequences.
Medicare Open Enrollment – What Do I Need to Know?
Medicare’s open enrollment period occurs each year between October 15 and December 7. This is the best opportunity for current Medicare participants to modify their coverage, if their healthcare needs have changed.