Author: Lauren Stansell, CFP

As you’ve read and seen from us the last couple months, the One Big Beautiful Bill Act (OBBBA) continues to be a big part of our ongoing work as we continue with year-end tax planning season. It’s hard to believe we’re already using the phrase...
Topics: Financial Planning

Required Minimum Distributions (RMD) are, as the name indicates, minimum annual distributions that must be withdrawn from an IRA beginning with the tax year in which the account holder turns 73. The IRS requires these annual distributions to help ensure that account holders don’t simply...
Topics: Financial Planning

In August 2022, President Biden announced his plan to forgive $10,000 - $20,000 of student loan debt for many qualified borrowers. Not long after, a court order blocked the forgiveness until the Supreme Court could hear the case (but applications were still being accepted and...
Topics: Financial Planning