In his most recent State of the Union Address, President Obama proposed several tax changes that could impact millions of Americans. One of these proposals was […]
A common question people have regarding their retirement plans is whether they should convert their traditional IRA to a Roth IRA. The answer depends on a […]
A recent article in The Woodlands Villager pointed out the importance of updating your wills if you are married. Estate tax changes in the last several […]
The Wall Street Journal published an article online in October, which the writer described how Congress is scrutinizing large IRAs. The concern that Congress has is […]
With the holidays and the end of the year approaching, now is a good time to pause and consider some common year-end estate and financial planning issues. As […]