Category Archives: Retirement

Sunsetting the Tax Cuts and Jobs Act

One of the most defining pieces of legislation spawned during the Trump Administration is the Tax Cuts and Jobs Act (TCJA). Enacted in 2017, the legislation aimed to lower the […]

What is Medicare?

Sometimes, taxes can feel like death by a thousand paper cuts.  One of these “paper cuts” is the Medicare Tax, a 2.9% tax that is deducted from every dollar we […]

Pensions: Lump Sums or Timed Payouts?

If you are one of the lucky few who will receive a pension from your employer when you retire, the options can sometimes feel overwhelming. These options may include taking […]