by Daniel Brown | Jun 10, 2021 | Retirement Planning, Tax
For most Americans in their early 60’s the thought of Medicare begins to creep into their consciousness. Generally at age 65 a person may qualify for Medicare coverage. According to the Kaiser Family Foundation there were 61.2 million Medicare beneficiaries by...
by Daniel Brown | Apr 23, 2021 | Retirement Planning, Tax
One of the nice things about the IRS pushing back the tax filing deadline is that I have an extra few weeks to publish brief articles like this discussing actions that, if you’re still working, you can take now to improve retirement later.I recently had a...
by Daniel Brown | Apr 15, 2021 | Retirement Planning, Strategic Planning, Tax
If you’ve been named a beneficiary or have inherited an IRA, you’re likely facing some tough questions — what are the next steps and what happens now? Federal agencies like the IRS and recent legislation such as the SECURE Act have outlined important rules regarding...
by Daniel Brown | Apr 8, 2021 | Legislation, Tax
On March 31, the Biden administration announced their proposal for a $2.2 trillion infrastructure bill called the American Jobs Plan. According to the official fact sheet, the American Jobs Plan aims to “create millions of good jobs, rebuild our country’s...
by Daniel Brown | Apr 6, 2021 | COVID-19, Tax
One year into the pandemic, all of us are continuing to strike a balance between staying safe and handling our day-to-day responsibilities. One major challenge we all face this time of year (pandemic or no pandemic) is filing our taxes on time. On March 17, less than...
