Learn why coordinating your CPA and financial advisor may help uncover tax-saving opportunities and create a more tax-efficient retirement strategy.
Learn how Qualified Charitable Distributions (QCDs) can satisfy Required Minimum Distributions, reduce taxable income, and create a more tax-efficient charitable giving strategy.
Learn what IRMAA is, why Medicare premiums increase for higher-income retirees, and strategies that may help reduce future Medicare surcharges.
Learn when Required Minimum Distributions (RMDs) begin, common mistakes retirees make, and tax planning strategies that may help reduce lifetime taxes.
We celebrate the birth of our nation and the freedoms we enjoy because of the vision, courage, and sacrifice of our Founding Fathers
Learn why a new Fed chairman often creates stock market volatility, how oil prices and Iran tensions affect inflation expectations, and why corrections are historically common.
Decoding AXA Equitable’s Accumulator “Buyout Offer”: Making the Right Decision for Your Future Jeremy Reif, CRPS | December 28th, 2015 | AXA Equitable’s Accumulator “Buyout
Navigating the Financial Horizon: A Warm Welcome to the New Year! by, Jeremy Reif, CRPS As we bid farewell to the old and usher in
Not All Advisors Are Created Equal Have you worked with an advisor in the past? Are you 100% satisfied with your financial situation? Have you
RMDs, Fulfilling Charitable Goals and Tax Obligations with QCDs by, Jeremy Reif, CRPS Required Minimum Distributions (RMDs) are the ultimate chess match between you and
How Do I Pay As Little Tax As Possible? Taxes are a reality of the society we live in, but you’ve probably asked yourself, “How
Should You Be Rolling Your 401k to an IRA? Retirement planning is a crucial aspect of financial planning and deciding where to custodian your retirement