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November 21, 2022

IRS announces 2023 limits for IRA contributions

On October 21, 2022, the Internal Revenue Service (IRS) announced an increase in the amount that individuals can contribute to their 401(k)…

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June 25, 2022

Recent WSJ article on Roth IRAs, including advantages and disadvantages

In a recent WSJ article, Laura Saunders discusses Roth IRAs, including some pointers from Natalie Choate, a Mass. attorney leader in this…

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February 27, 2022

IRS issues notice regarding early retirement withdrawal rules

The IRS has issued Notice 2022-06, providing guidance on whether periodic payments from an individual account under a qualified retirement plan are…

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February 13, 2022

Basics of cryptocurrency

Understanding Cryptocurrency Cryptocurrency is a digital asset that is created and traded online. Computer operators called miners establish new units of the digital currency…

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December 29, 2021

WSJ article addresses elder abuse increase during COVID pandemic

In a recent article, the Wall Street Journal investigated the increase in elder abuse which has occurred during the last two years. …

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December 28, 2021

IRS Releases 2022 Annual Exclusion and Estate, Gift, and Generation-Skipping Transfer Tax Exemption Amounts

On November 10, 2021, the Internal Revenue Service (IRS) issued Rev. Proc. 2021-45, which provides inflation adjustments for sixty-two sections of the Internal…

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