Tips for keeping taxes lower should capital gains rise

An increase in the capital gains rate is under serious consideration in Congress. President Biden has proposed a plan making its way through Congress that would increase the capital gains rate on taxpayers earning more than $1 million from 20% to 39.6%, retroactive to April 2021. In the past week, the House Ways & Means […]

SECURE Act brings changes to employer-sponsored retirement plans

Several provisions in the newly enacted SECURE Act could impact employers who offer – or who are planning to offer – their employees a retirement plan. Below is a look at some of the important elements of the SECURE Act that may affect your current retirement plan (or your decision to create a new one). […]