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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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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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