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New Normal = New Tax Law. Four Ways to Sidestep SALT

For better or worse, the Tax Cuts and Jobs Act is here to stay – until a new tax code is written. Until then, residents of high-tax state residents like those in the tri-state area can consider the four steps below to work within the new, lower SALT (state and local tax) limits.

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Time to Rollover Your Employer Plan? Know Your Options

For years we saw and heard the commercials – rollover your 401(k) to an IRA. They suggested that this was the only option – and the best option – for you. But it was not the only option; and it might not be the best option for you. Here are your six, yes six, options. They should all be carefully considered before you decide the best option for you. These options are available to plans with employees – not all options will apply to sole proprietor plans. Most options will not apply to SEP and SIMPLE plan participants.

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Take Your RMD like a Rock Star

Even rock stars get older. Although it may seem hard to believe, both Steven Tyler of Aerosmith fame and rock legend and reality tv star Ozzy Osborne celebrate their 70th birthdays in 2018. Steven Tyler turned 70 on March 26, 2018 and Ozzy will reach that milestone on December 3, 2018.

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Do You Need a ‘Money Diet’?

When Investment Advisor magazine (Aug. 2018) asked about my experience with “sudden money,” I noted that anyone receiving an unexpected windfall needs to realize that temptation is everywhere in our society but realistically speaking…can the good times last forever?

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Buyer Beware – Did You Know?

If you bought in to TIAA based on reputation, check your accounts. For years, TIAA has nurtured a perception among its clients that it is different from a typical profit-seeking financial services firm. Its literature and advertising...

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