New Retirement Rules – last year, Congress passed the Setting Every Community Up for Retirement (SECURE) Act. This is the biggest change in retirement saving rules in more than a decade.
Exploring Trusts For Your Estate – while the federal estate tax basic exclusion amount has risen dramatically in recent years, some states have not followed suite by raising their exemptions.
A Qualified Opportunity – when you invest in a Qualified Opportunity Fund, you defer capital gains taxes and potentially receive tax-free appreciation.
A Different Type of Enterprise – if you’re looking to expand your business, moving to a Qualified Enterprise Zone may provide an opportunity to grow in a tax-smart way.
Insights and Tips – the SECURE Act also creates big changes for companies offering qualified retirement plans.