Once you are in your 60s, you are likely to focus less on growing your retirement funds than answering, “When do I retire?” And once you crack open your nest egg, how should you allocate its contents? The answer often lies in a substantial shift in your investment strategy.

Family-owned businesses are crucial to the American economy. Despite their importance, many of these businesses are grappling with a slew of challenges, with high personal tax levels taking center stage.

Donors often use 529 plans to give the gift of education, but also because of these additional features.

Planning for business expansion includes anticipating the need for expansion, analyzing the appropriateness of a capital expenditure or a loan, securing appropriate financing in a timely fashion, and implementing the plan. Effective planning also involves an analysis of your current assets, debts, and profit levels as well as a projection of the necessary assets, debts, and profit potential of your expanded business.

The SECURE Act 2.0 legislation has changed the landscape when it comes to RMDs (required minimum distributions) – but what does this actually mean for those planning for retirement?