Planning is important. End-of-year tax planning is one part of that planning. This year you should also consider whether you’ve had any payroll tax withholdings deferred. If your employer deferred those withholdings, you’ll have more money withheld next year than usual. That means you’ll have less money for other things, like IRA contributions. My friend and colleague Steve Hartnett, an estate planning expert, has many good insights to share. Read on to learn more.
- My Spouse Recently Passed Away. Do I Need to Probate His/Her Estate in California? - December 1, 2020
- Fair Isn’t Always Equal and Vice Versa - November 29, 2020
- What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary? - November 27, 2020