Resources

Question: My wife lost her job as a result of her company downsizing during the pandemic and our family is now down to one income. Is there an effective way to tap our retirement accounts for the shortage of funds we now have

Question: With the recent stock market decline, does it make sense for me to sell stocks that have decreased in value to create losses for tax purposes and then buy back the same positions?

Question: Any suggestions on how to deal with the new rules on accelerated distributions for inherited IRAs?

Question: I recently accepted a job with a startup company and was given shares of company stock at no cost to me in which I will vest over a period of years. Do I have to pay tax on the shares I receive?

Question: I own a stock portfolio which has appreciated significantly in value over the years. Can I transfer the portfolio to my aged mother and have her transfer it back to me upon her death so I can benefit from a step-up