Steve SternDec 9, 20214 minHow 529 College Savings Plans Can Also Act As An Estate Planning ToolWhen most people think about 529 College Savings Plans, they immediately see them as a tool to help achieve the goal of saving for...
Steve SternDec 3, 20214 minIRA Beneficiary Rules Directly From the IRSKnow what to do if you inherit an IRA from a spouse or someone else As we get older, it is likely that we might inherit an IRA from mom...
Steve SternNov 8, 20213 minInflation is Not a Hidden Tax – It’s a Very Real TaxBracket Creep accounts for a real tax increase in about half of the 50 states We’ve all heard the saying that inflation is a hidden tax....