by David Raye | Jan 7, 2020 | Tax Policy & Legislation
Stretch IRA strategy curtailed under new law Last month, in the midst of all the impeachment proceedings, Congress quietly passed legislation that would make significant changes to the tax laws governing retirement plans. The most significant provision would require...
by David Raye | Dec 10, 2019 | Lower Your Tax Bill
As the end of the year approaches, you may be looking for ways to lower 2019 taxes. With the stock market near record highs, you may also be sitting on significant unrealized capital gains. This may be the perfect time to turn your investments into tax deductions....
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