3 min read
Milestone moments: How age affects certain tax provisions
They say age is just a number — but in the world of tax law, it’s much more than that. As you move through your life, the IRS treats you differently...
We have prepared a selection of frequently asked questions.
 
          
         
                  
                
                3 min read
 Scott Henvey:  Aug 5, 2025 5:04:33 PM
                    
                    Scott Henvey:  Aug 5, 2025 5:04:33 PM
                  They say age is just a number — but in the world of tax law, it’s much more than that. As you move through your life, the IRS treats you differently...
 
                  
                
                2 min read
 Maurice La Verdure:  Jul 9, 2025 9:58:12 AM
                    
                    Maurice La Verdure:  Jul 9, 2025 9:58:12 AM
                  When many small to midsize businesses are ready to sponsor a qualified retirement plan, they encounter a common obstacle: complex administrative...
 
                  
                
                2 min read
 Scott Henvey:  Jul 9, 2025 9:55:05 AM
                    
                    Scott Henvey:  Jul 9, 2025 9:55:05 AM
                  Retirement planning is essential for all families, but it can be especially critical for couples where one spouse earns little to no income. In such...
 
                  
                
                2 min read
 Scott Henvey:  Feb 4, 2025 10:13:04 AM
                    
                    Scott Henvey:  Feb 4, 2025 10:13:04 AM
                  Once you reach age 73, tax law requires you to begin taking withdrawals — called Required Minimum Distributions (RMDs) — from your traditional IRA,...
 
                  
                
                2 min read
 Scott Henvey:  Jan 13, 2025 8:24:27 AM
                    
                    Scott Henvey:  Jan 13, 2025 8:24:27 AM
                  Saving for retirement is a crucial financial goal and a 401(k) plan is one of the most effective tools for achieving it. If your employer offers a...
 
                  
                
                2 min read
 Scott Henvey:  Dec 2, 2024 12:59:11 PM
                    
                    Scott Henvey:  Dec 2, 2024 12:59:11 PM
                  Inflation can have a significant impact on federal tax breaks. While recent inflation has come down since its peak in 2022, some tax amounts will...
 
                  
                
                2 min read
 Maurice La Verdure:  Dec 2, 2024 12:50:45 PM
                    
                    Maurice La Verdure:  Dec 2, 2024 12:50:45 PM
                  When start-ups launch, their focus is often on tightly controlling expenses. Most need to establish a brand and some semblance of stability before...
 
                  
                
                2 min read
 Maurice La Verdure:  Apr 16, 2024 3:48:46 PM
                    
                    Maurice La Verdure:  Apr 16, 2024 3:48:46 PM
                  If you have a tax-favored retirement account, including a traditional IRA, you’ll become exposed to the federal income tax required minimum...
 
                  
                
                2 min read
 Maurice La Verdure:  Nov 8, 2023 12:22:35 PM
                    
                    Maurice La Verdure:  Nov 8, 2023 12:22:35 PM
                  Perhaps you’ve been in this situation before: You have a financial emergency and need to get your hands on some cash. You consider taking money out...
 
                  
                
                2 min read
The coronavirus (COVID-19) pandemic has caused the value of some retirement accounts to decrease because of the stock market downturn. But if you...
 
                  
                
                2 min read
Millions of eligible Americans have already received their Economic Impact Payments (EIPs) via direct deposit or paper checks, according to the IRS....
 
                  
                
                2 min read
In the midst of the coronavirus (COVID-19) pandemic, Americans are focusing on their health and financial well-being. To help with the impact facing...