Social Security gives you a broad range of options: Take the monthly payment as early as age 62, wait until “full” retirement age (age 66 for those retiring in the next few years), or wait until as late as age 70 to claim your benefit. The factor that makes this decision...

If you missed the first installment of my three-part series on efficient giving strategies, you can read it here:  Part 1.  Once you are up-to-speed, keeping reading here to learn about an absolute home run of a giving strategy for those who have an IRA and are at least 70 ½...

We often hear some variation of the following question: “Some of my investments outperformed all the others; why don’t I put more of my money in the investments that did really well?” For example, if we look at 2017, we see that large company growth stocks, especially those in the technology...

The Tax Cuts and Jobs Act (TCJA) passed in December 2017 is the largest overhaul to tax law in over 30 years.  Tax experts and the IRS are still sorting out all of its implications and how to apply the new law, but it is clear the TCJA will have...

Cost basis is certainly not something we think about on a regular basis, but it is critical to understand what it is when a loved one passes away.  Here are answers to common questions about cost basis rules and implications. What is cost basis? Simply put, the cost basis is the...