What is a buy-sell agreement? A buy-sell agreement, much like a will, is a contract that stipulates how members of...
SECURE Act 2.0 increases required minimum distributions to age 73 Many types of retirement plans, like traditional IRAs and 401(k)...
401(k) hardship withdrawals With a traditional 401(k), you can only make penalty-free withdrawals after you reach age 59 ½. We always advise...
Tax Loss Harvesting What is tax loss harvesting? Tax loss harvesting is a tax strategy you can use to offset...
Today is Giving Tuesday, so let’s explore five charitable giving strategies that can help you maximize your impact and reduce...
Types of Retirement Plans and How They’re Taxed First, consider what distinguishes the different types of retirement plans. Factors include: Timing...
Why is this important right now? Your wallet can attest to this: overall cost of living has significantly increased in...
Landmark CPAs is pleased to announce Garland & Greenwood CPAs will merge with Landmark CPAs, effective January 1, 2025. This merger brings together...
What is a SIMPLE IRA? A SIMPLE IRA stands for “Savings Incentive Match Plan for Employees Individual Retirement Accounts.” That’s...
Traditional 401(k) vs. Safe Harbor 401(k): What’s the Difference? Safe harbor 401(k) plans do not require annual nondiscrimination testing. A...
