Secure Act 2023 (Setting Every Community Up for Retirement Enhancement)
David T. Mayes is a CERTIFIED FINANCIAL PLANNERTM professional and IRS Enrolled Three Bearings Fiduciary Advisors, Inc., a fee-only advisory firm
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Tax Cut and Jobs Act – Impact on Nonprofits giving
Tax Cut and Jobs Act Impact on Nonprofits It’s been 18 months since the Tax Cut and Jobs Act (TCJA)
Read moreRMDs_IRAs_QCDs and other Tax Planning Opportunities
IRA Required Minimum Distributions and Charitable Contributions If you’ve been contributing to a traditional IRA or other defined contribution plan,
Read more5 Ways to Help Elderly Parents Manage their Finances
As parents age, money can be a sensitive issue. But if you notice your parent struggling to keep up with
Read moreMoney planning – Custodian vs Guardian (Estate planning terms)
Custodian vs. Guardian: What’s the Difference? When developing your will and estate plan, you’ll need to designate various fiduciary roles
Read more4 Tips to Retirement Budget Planning – the Essentials
4 Tips for Creating Your Retirement Budget About 3-5 years before retirement, you should get a good handle on
Read moreTax Tips 2017_2016
Tax filing season begins January 23, 2017 (for year 2016 tax returns) The regular due date is April 18, 2017
Read moreMONEY_AGING_WHO IS THERE?
Confronting the limits of our own mortality… it is painful – Thomas Mierswa, Executive Director at Morgan Stanley The aging
Read moreHealth Insurance Exchanges and Tax Credits (IRS meets Health Care Reform)
Tax credits estimated under Health Care Exchanges http://kff.org/health-reform/issue-brief/quantifying-tax-credits-for-people-now-buying-insurance-on-their-own/ The Henry J Kaiser Family Foundation published an issue brief estimating the
Read moreImplement the ACA in a Careful, Thoughtful Manner-the U. S. Treasury Department
See www.moranlong.com for additional insights and planning suggestions for health care and retirement. By: Mark J. Mazur, Assistant Secretary for
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