News & Insights
Inheriting Stock or Other Assets? You’ll Receive a Favorable “Stepped-up Basis”
July 13th, 2023
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Estate Planning |
Financial & Retirement Planning |
Tax
If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. How do the rules work? Under the […]
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The Importance of Pre-Death Estate Planning
June 29th, 2023
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By Jen Danko |
Estate Planning |
Financial & Retirement Planning |
High Net Worth |
Wealth Management
By: Jen Danko Planning for the future is a responsibility we all share. One crucial piece of crafting a solid life plan that often gets overlooked is estate planning. […]
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Plan Sponsor Alert: Despite Growth, HSAs Largely Untapped for Retirement Savings
June 23rd, 2023
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Financial & Retirement Planning |
Tax
Healthcare is a major cost in retirement, yet many people don’t plan effectively for it. Fidelity’s annual Retiree Health Care Cost Estimate showed that in 2022, an average retired couple […]
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4 Tax Challenges You May Encounter if You’re Retiring Soon
May 16th, 2023
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Financial & Retirement Planning |
Wealth Management
Are you getting ready to retire? If so, you’ll soon experience changes in your lifestyle and income sources that may have numerous tax implications. Here’s a brief rundown of four […]
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New Grant Program Available for Underfunded Local Government Pension Plans in Michigan
March 7th, 2023
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By Rod Taylor |
Consulting |
Financial & Retirement Planning
A new grant program has been created to help underfunded pension systems of local governments required to report under the Protecting Local Government Retirement and Benefits Act (PA 202 of […]