Category: Financial Planning

The 401(k) Plan Startup Tax Credit is a federal tax credit provided by the U.S. government to incentivize small businesses to establish and maintain 401(k)

Once you have accumulated a significant amount of capital, or you have a pressing financial question you can’t answer, it’s natural to ask yourself whether

Given the current political environment, there will be a lot of press in the next 2.5 years about the “Death Tax”. These headlines make it seem

Everybody knows “Uncle Sam” and how unforgiving he can be with taxes, but how many people know about “Aunt IRMAA”? In this blog we’ll talk

Here are five questions we wish more CPAs would ask their retired clients. Is your CPA asking you these questions? #1 If you were to

If you’re one of those inhabiting Utah in your golden years, taxes are probably the last thing on your mind. Here’s what you need to

It may seem straightforward, but there are many complicated dimensions regarding Social Security for widows. In this blog, we’ll discuss the “Widow’s Gap” and how

Does this sound like you? You’re a dutiful Northrop Grumman employee who has worked hard and dedicated long hours to the company. You’ve worked for

In this blog we will discuss a tax strategy that employees participating in the Northrop Grumman 401(k) should know about. Northrop Grumman employees who are

It’s not the first place that comes to mind, but retiring in Utah has some very distinct advantages. In this article, we’ll discuss the financial