Estate Taxes - AaDemo5

Estate Taxes

In 2020 estates worth up to $11.58 million will be excluded from paying the federal estate tax. This means that the federal government could ‘inherit’ a significant portion of your estate unless you take measures to preserve your wealth. Use this federal estate tax calculator to estimate your tax liability.

Is the economy at a tipping point?

Is the economy at a tipping point?

Is the economy at a tipping point? Inflation, rising interest rates, market volatility and talk of a new recession. That’s…

Understanding Your Retirement Account Options

Understanding Your Retirement Account Options

401k, 403b, IRA, Roth IRA… Your retirement savings options can get confusing. I’m here to help. Choosing the right type…

SECURE Act 2.0 Update

SECURE Act 2.0 Update

Now that congress has passed more changes to the laws around retirement planning, what does it mean for your plan?…

Financial Spring-Cleaning Tips

Financial Spring-Cleaning Tips

When you’re spring cleaning your house and yard this year, don’t forget your finances. Just as your house doesn’t clean…

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