The Retirement Rules Changed Again. Here’s What Actually Matters
Retirement rules have changed in ways that can create both opportunity and confusion. Here’s a practical guide to what matters most right now, from RMDs and inherited IRAs to Roth strategy, catch-up contributions, and the new 529-to-Roth rollover option.
The Hidden Tax Bill Behind Sport’s Biggest Moments.
Big paydays make headlines. The tax mechanics behind them rarely do. Here’s what multi-state “travel taxes,” NIL income, Olympic bonuses, and deferred contracts reveal about real-world planning.
3 Retirement Tax Moves That May Result in Paying Less
Kamie and Dan break down three practical ways retirees can lower taxes: control where income shows up, use Roth money strategically to avoid bracket creep, and give smarter with DAFs and QCDs—plus what snowbirds should know about residency and state income taxes.
Why So Many Retirees Are Blindsided by Taxes, and How to Work to Avoid It
Taxes can rise in retirement for people who saved well. Here’s how to build tax flexibility and avoid common surprises before RMDs begin.
Taxes in Retirement: What Every Retiree Needs to Know
Taxes don’t stop when your paycheck does. Here’s what Rochester-area retirees need to know to avoid surprises and keep more of what they’ve worked so hard to save.
Understanding Tax Gain Harvesting
Unlock the benefits of tax gain harvesting. Learn how to minimize taxes and boost your portfolio's efficiency today.
Financial Moves to Make Before Dec 31st
Boost your financial future before Dec 31! Maximize tax benefits, retirement contributions, and savings with this year-end checklist. Start the new year right.